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  • Re-Founding Incumbents for the AI Era with Sequence Holdings Co-Founder and CEO Michael Lee

    2 days ago

    Re-Founding Incumbents for the AI Era with Sequence Holdings Co-Founder and CEO Michael Lee

    Can AI transform legacy incumbents rather than replacing them? Sequence Holdings co-founder and CEO Michael Lee joins Sarah Guo to discuss how holding company structures and engineering integrations are reshaping market leaders from the inside out. Michael details Sequence’s $7.7 billion take-private transaction of Baldwin alongside Dell Family Office (DFO), and shares his thesis on why traditional consulting models and software sales fall short for real enterprise AI transformations. They also talk about why permanent holding company structures are good for long-term compounding, real-world results from applying frontier engineering to BankSouth, and Michael’s lessons from his time in public investing, private equity, and operating at the intersection of market incumbents and AI. Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @mjlee_2014 | @seqholdings Chapters: 00:34 – Michael Lee Introduction 01:03 – Sequence Holdings and Baldwin 01:54 – Idea for Sequence 04:36 – Incumbents in the AI Era 06:32 – Why a Holding Company 11:21 – Recruiting Top Engineers 13:08 – Investing in BankSouth 17:46 – Why an Insurance Brokerage 20:17 – Atlas Platform Explained 23:53 – Traditional Private Equity Limitations 27:23 – What Sequence Looks For in Management Teams 31:04 – Accomplishments at BankSouth 34:45 – Founder Lessons 36:08 – Story of Dell Partnership 37:10 – Career and Investment Approach 40:00 – Value of Exceptional People 42:23 – Conclusion

  • Deep Dive on macOS 27 and Siri AI

    6 days ago

    Deep Dive on macOS 27 and Siri AI

    Mac Power Users

  • Phones don't have lights

    1 day ago

    Phones don't have lights

    Meta's Muse AI agent is cute (sometimes caked-up) and it performs well as a productivity tool. And, if you give it access to your social media and e-mail, it can know basically everything about you. This week on The Vergecast, Nilay Patel, Jake Kastrenakes and David Imel give their reactions to Mark Zuckerberg's demos at Wednesday's Meta Connect keynote. They also talk about the new glasses hardware, including the new VR glasses and audio-only, camera-free Ray-Bans.Then, we take a look at the newly-announced, chimeric Chrome/Android hybrid Googlebooks, find out why Brendan Carr is a dummy this week, analyze the Paramount merger, discuss what YouTube's A/B video testing means for the increasingly tenuous concept of a shared reality, and end on a surprisingly heartwarming story about RODECaster 4K support. Further reading: Meta Connect 2026: The 7 biggest announcements Meta Connect 2026 live blog: On the ground at Mark Zuckerberg’s next big product launch Meta’s Muse AI works and creeps me out Amazon blocks Meta’s Muse AI agent Meta ditches the camera on its newest smart glasses Meta’s next VR device isn’t a headset — it’s glasses These are the first five Googlebook laptops Googlebooks feel like the first laptops built for Android owners I got to see Google’s wild ideas about the future of laptops The long dream of the Googlebook Mahershala Ali On ‘Blade’ Being A Big Failure For Kevin Feige: “100%. He Should Feel That Way” Paramount will need to release way more movies to make this merger work Xbox is barely Xbox anymore YouTube is cooking up new Live features. Free Rodecaster Video firmware update adds 4K support. Subscribe to The Verge for unlimited access to theverge.com, subscriber-exclusive newsletters, and our ad-free podcast feed. We love hearing from you! Email your questions and thoughts to vergecast@theverge.com or call us at 866-VERGE11. 0:00 Welcome Back Banter 00:31 Meta Connect Setup 01:27 Muse First Impressions 05:28 Privacy Trust Gap 07:58 Pervert Glasses Debate 12:55 Passive Surveillance Reality 15:42 Is Muse Actually Winning 18:44 Muse Charm Post Phone 21:38 Do We Need Agents 26:12 Break And Return 26:29 New Meta Hardware 27:00 Audio Only Ray Bans 28:30 Muse Powered Glasses 31:15 Meta Bets on Muse 32:28 Hearing Aid Glasses Pitch 34:40 VR Glasses Return 39:04 Holograms and Splats 42:44 Google Books Arrive 44:57 Android Laptop Lock In 47:49 Windows Fatigue Debate 54:54 Hype Desk Blade Drama 57:14 Remembering Blade Chaos 01:00:37 Blade Reboot Frustrations 01:01:26 Sonos Sponsor Break 01:03:07 Brendan Carr is a Dummy 01:07:38 Lightning Round Kickoff 01:08:02 Meta Muse Mascot Chaos 01:09:26 Paramount Warner Deal Fallout 01:12:37 YouTube AI Channel Agents 01:14:05 A B Video Testing Ethics 01:21:25 Xbox Layoffs And Halo Shift 01:24:45 Rodecaster Free 4K Update 01:26:36 Muse Marketplace Haggling 01:27:35 Wrap Up And Next Episodes Learn more about your ad choices. Visit podcastchoices.com/adchoices

  • Is Copilot Microsoft's Everything App?

    1 day ago

    Is Copilot Microsoft's Everything App?

    Microsoft finally unveiled its Copilot super app, with chat, coding, and agents in one place. Tesla's Optimus ramp hit snags. Meta wanted you making AI games for Instagram. And a startup valued at $200M last week was suddenly talking $10B. Microsoft launches its Copilot "super app", bundling chat, coding, and agents into a single interface, and rebrands its AI assistant Scout as Autopilot (The Verge) Microsoft's new Copilot Code tab, built on GitHub Copilot tech, lets anyone describe a dashboard, workflow, or lightweight app in plain language and build it inside Microsoft 365, no coding required (Windows Central) Sources: Tesla ramped up Optimus production to several hundred units per week but faces hurdles with its hands, automation equipment, and supplier constraints (The Information) Meta unveils mobile app Horizon Create and web app Horizon Studio for building games with AI prompts; the games will run on Facebook, Instagram, and Horizon (The Verge) Sources: Jev developer TypeSafe is in talks to raise $1B+ at a $10B+ valuation; last week the startup announced a $40M seed, PitchBook says at a $200M valuation (The Information) Sources: OpenEvidence, an AI search engine for doctors, raised $250M at a $15B valuation, up from $12B in January; it could be open to selling itself (Business Insider) Longreads The AI build-out is on track to become the biggest economic bet in US history, with $10.3T in data center and AI infrastructure investment projected from 2025 to 2032 (WSJ) Subscribe to the ad-free feed.

  • Meta unveiled $1,299 VR Glasses, $349 camera-free Ray-Ban Audio glasses, and a keychain Muse Charm gadget, plus Ray-Ban Display upgrades. Anthropic's Claude agents found a CRISPR-like enzyme system in its biolab. OpenAI's agents hacked an Australian gov

    2 days ago

    Meta unveiled $1,299 VR Glasses, $349 camera-free Ray-Ban Audio glasses, and a keychain Muse Charm gadget, plus Ray-Ban Display upgrades. Anthropic's Claude agents found a CRISPR-like enzyme system in its biolab. OpenAI's agents hacked an Australian gov

    Meta unveiled $1,299 VR Glasses, $349 camera-free Ray-Ban Audio glasses, and a keychain Muse Charm gadget, plus Ray-Ban Display upgrades. Anthropic's Claude agents found a CRISPR-like enzyme system in its biolab. OpenAI's agents hacked an Australian government site hunting data. Meta debuts Meta VR Glasses, a ~100g VR headset with an external compute pack, three-hour battery, and ~2.5K resolution per eye, coming spring 2027 for $1,299 (Bloomberg) The Verge goes hands-on with the Meta VR Glasses, calling them a lighter, easier-to-live-with take on Vision Pro-style computing — from VR-enhanced Avengers screenings to a surprisingly usable virtual keyboard (The Verge) Meta unveils Ray-Ban Meta Audio, its first pair of glasses without cameras, offering up to 12 hours of battery life, starting at $349 and shipping October 13 (Bloomberg) Meta Ray-Ban Display glasses add holographic-avatar video calls, voice-guided transit directions, and a new Explore app for finding compatible programs (Engadget) Meta previews Muse Charm, a palm-sized Tamagotchi-like device for using Muse, with a ~2" OLED screen, front and rear cameras, and 5G, on sale by the end of 2026 (Bloomberg) Meta's Muse Charm houses a cute digital avatar named Jolly and lets you start talking to Muse with a tap of the fingerprint sensor — no phone unlock required (TechCrunch) Muse agents are getting their own email addresses, a live video-call mode, and the ability to control your Mac (The Verge) Anthropic's biolab made a discovery it's comparing to Crispr (The Verge) OpenAI agents hacked an Australian government website in search for data (The New York Times) Subscribe to the ad-free feed.

  • How Grok Bot designers use AI agents to build personal sites and product prototypes | John Bai & Peng Zheng

    14 Sept

    How Grok Bot designers use AI agents to build personal sites and product prototypes | John Bai & Peng Zheng

    John Bai and Peng Zheng are designers on the Grok Bot team at SpaceXAI, where they’re building one of the most talked-about AI products right now. John writes publicly about his design process (his piece “Designing Grok Bot with Grok Bot” has already made the rounds) and shares bot templates with the design community. Peng brings a product-design sensibility to personal tools, and his website doubles as a live demo of what he builds. What you’ll learn: How Peng built a self-updating personal website using Grok Bot as the entire backend pipeline, with no CMS and no Figma fileThe exact check-in bot setup that lets Peng send a photo or a place name and have his portfolio update itself automaticallyHow John’s Figma Bro bot handles production design tasks while he’s at the gymHow John uses voice memos to direct Figma work through an MCP connection without opening his laptopThe “shower thought to prototype” workflow John uses with DevBot to test interaction ideas without first going through a product manager or engineerThe “trash can method” of software developmentHow both designers organize their personal bot ecosystemsWhat John and Peng actually think AI means for the future of design as a craft— Brought to you by: WorkOS—Make your app enterprise-ready, with SSO, SCIM, RBAC, and more Vanta—Automate compliance and simplify security — In this episode, we cover: (00:00) Introducing John and Peng (02:53) The Grok Bot hype train (04:35) Peng’s self-updating personal website built with Grok Bot (15:12) How AI makes design more accessible (19:35) Website update result (20:13) John’s Figma Bro bot (23:35) Creating marketing materials for the bot marketplace (26:00) DevBot: from shower thoughts to working prototypes (28:48) The trash can method of software development (31:19) Other bots John and Peng are using (39:05) Practical tips for when bots don’t do what you want — Tools referenced: • Grok Bot (xAI): https://x.ai/bot • Figma: https://www.figma.com • Figma MCP server: https://www.figma.com/mcp-catalog/ • Google Places API: https://developers.google.com/maps/documentation/places/web-service • Notion: https://www.notion.so • Swarm (Foursquare): https://www.swarmapp.com — Other references: • Designing Grok Bot with Grok Bot: https://x.ai/bot/guides/designing-grok-bot-with-grok-bot • Figma Bro bot template (shared by John Bai): https://x.ai/bot/marketplace/bots/figma-bro • From zero coding background to hardware hacker: How Cursor + a Raspberry Pi makes AI fun: https://www.lennysnewsletter.com/p/from-zero-coding-background-to-hardware?utm_source=publication-search — Where to find John and Peng: John Bai on X: https://x.com/johnbai Peng Zheng on X: https://x.com/pengzheng_ — Where to find Claire Vo: ChatPRD: https://www.chatprd.ai/ Website: https://clairevo.com/ LinkedIn: https://www.linkedin.com/in/clairevo/ X: https://x.com/clairevo — Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email jordan@penname.co.

  • معالج هالابينيو من أوبن إيه آي ورقائق أبل وحوسبة الخلايا الحية

    26 Aug

    معالج هالابينيو من أوبن إيه آي ورقائق أبل وحوسبة الخلايا الحية

    نقدم لكم في هذه الحلقة من بودكاست "بازينجا" تغطية إخبارية شاملة ودقيقة ترصد آخر المستجدات في أخبار الذكاء الاصطناعي ليوم الأربعاء 26 أغسطس 2026. تستعرض الحلقة التطورات المتسارعة في قطاع الرقائق ومعالجات الاستدلال؛ بدءاً من إعلان أوبن إيه آي عن نتائج شريحة "هالابينيو" المطورة بالتعاون مع برودكوم وتفوقها على أنظمة إنفيديا في كفاءة الطاقة، مروراً باعتماد سبيس إكس إيه آي لمعالجات "فيرا" لتشغيل نماذج جروك والوكلاء الأذكياء، ووصولاً إلى كشف وايمو عن معالج القيادة الذاتية "كار تي بي يو"، وإطلاق شاومي لثلاث شرائح مخصصة للهواتف والسيارات، وتحديث أبل لأجهزة ماك ميني وماك ستوديو بمعالجات تدعم الاستدلال المحلي الدائم. كما تغطي الحلقة الصفقات السيادية والتوجهات الاستثمارية، وفي مقدمتها شراكة ميسترال الفرنسية مع هيوماين السعودية، والاتفاقية الدفاعية بين بريطانيا وأوكرانيا للوصول لبيانات المعارك، إلى جانب إطلاق علي بابا لنموذج الفيديو "وان 3.0" بعد جمع 10 مليارات دولار، وتسريبات نظام تشغيل مايكروسوفت التجريبي القائم بالكامل على الوكلاء. وتختتم التغطية بملفات الذاكرة في كلود، الحوسبة المحلية في بيربلكسيتي، وتشغيل مراكز بيانات بالخلايا العصبية البشرية الحية في سنغافورة.  استمعوا إلى الحلقة لمتابعة كافة التفاصيل والأرقام والتحليلات التحريرية. #ذكاء_اصطناعي #أخبار_الذكاء_الاصطناعي #أوبن_إيه_آي #إنفيديا #أبل #حوسبة #بازينجا🔗 روابط بازينجا الرسمية: 🌐 الموقع الإلكتروني:  https://buzzinga.ai ▶️ يوتيوب:  https://www.youtube.com/@Buzzingaai 💼 لينكدإن:  https://www.linkedin.com/company/buzzingaai 🎵 تيك توك:  https://www.tiktok.com/@buzzingaai 🐦 إكس:  https://x.com/BuzzingaAi 📸 إنستغرام:  https://www.instagram.com/buzzingaai 📘 فيسبوك:  https://www.facebook.com/buzzingaai

  • The US Is Long-Term Insolvent | Lyn Alden

    8 Sept ·  Video

    The US Is Long-Term Insolvent | Lyn Alden

    “We don’t really have the tools to deal with fiscal-driven inflation.” Lyn Alden returns to discuss why the US is entering deeper fiscal dominance, what the Treasury’s recent buybacks signal, and why America’s growing debt and $2 trillion deficits are changing what monetary policy can actually achieve. We discuss the increasingly K-shaped economy, why developed markets are beginning to take on characteristics once associated with emerging markets, and why Lyn believes this macro environment could persist well into the 2030s. Lyn also explains why she believes Bitcoin is increasingly well positioned for the years ahead, why capital could rotate out of the AI trade, and what would need to happen for Bitcoin to enter a stronger bull market. • - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - THANKS TO OUR SPONSORS: LEDN SWAN ANCHORWATCH BITKEY CAPE • - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - FOLLOW: Danny Knowles: https://x.com/_DannyKnowles Lyn Alden: https://x.com/LynAldenContact

  • القانون والتجارة في ظل التطور التقني

    02/06/2023

    القانون والتجارة في ظل التطور التقني

    في هذه الحلقة استضيف الأخ والصديق العزيز الأستاذ عبدالله البكر المؤسس والرئيس التنفيذي لمجموعة البكر للمحاماة والاستشارات القانونية حيث نستقي من خبراته وتجاربه في كيفية عمل القانون والإجراءات القانونية في المشاريع والتجارة وخاصة في الجانب التقني والمشاريع التي تعتمد على التقنية وكيفية توظيف وتنقيح القوانين لتتماشى مع التطور الحاصل في العالم. محاورة جميلة أتمنى أن تكون مفيدة لكم.

  • Your "Customer 360" Is Really an Order 360, Businesses Act Like It's 2006, Customers Act Like It's 2026, 67% of B2B Buyers Don't Want Your Salesperson

    3 days ago

    Your "Customer 360" Is Really an Order 360, Businesses Act Like It's 2006, Customers Act Like It's 2026, 67% of B2B Buyers Don't Want Your Salesperson

    The Transformation Ground Control podcast covers a number of topics important to digital and business transformation. This episode covers the following topics and interviews: Your "Customer 360" Is Really an Order 360 Businesses Act Like It's 2006, Customers Act Like It's 2026 (Anna Falcon, MCA Connect) 67% of B2B Buyers Don't Want Your Salesperson We also cover a number of other relevant topics related to digital and business transformation throughout the show.   🔗 Resources Discussed in this Episode: ORDER MY NEW BOOK: Welcome to the Machine: https://lnkd.in/g-AYwpW7 CONTACT MY TEAM & I: https://www.thirdstageconsulting.com/contact-us/ FOR SPONSORSHIP OPPORTUNITIES: megan.shaull@thirdstage-consulting.com   🔗 More Digital Transformation Resources: 2026 AI Report: https://www.thirdstageconsulting.com/reports/ai-that-works-in-2026/ 2026 Digital Transformation Report: https://resource.thirdstageconsulting.com/2026-digital-transformation-report 2025 Digital Transformation Report: https://www.thirdstageconsulting.com/reports/2025-digital-transformation-report/ ERP Project Recovery Guide: https://www.thirdstageconsulting.com/reports/erp-project-recovery-guide/ 20 Lessons from 1,000 Digital Transformations: https://www.thirdstageconsulting.com/reports/ebook-20-lessons-from-1000-erp-implementations/ 2025 Guide to AI Strategy & Implementation: https://www.thirdstageconsulting.com/reports/guide-to-ai-strategy/ Executive Guide to Digital Strategy and Implementation: https://www.thirdstageconsulting.com/reports/executives-guide-to-digital-transformation/ Business Transformation Playbook: https://www.thirdstageconsulting.com/reports/transformation-playbook/ Software Buyer's Guide: https://www.thirdstageconsulting.com/reports/independentsoftwareselection/ Guide to Organizational Change Management: https://www.thirdstageconsulting.com/reports/change-management-success/ Supply Chain Management Playbook: https://www.thirdstageconsulting.com/reports/supply-chain-management/ 2025 Manufacturing & Distribution Digital Transformation Report: https://www.thirdstageconsulting.com/reports/manufacturing-distribution-digital-transformation-report-2025/ Government Digital Transformation Report: https://www.thirdstageconsulting.com/reports/the-government-digital-transformation-report-2025/ Free Transformation Assessments: https://www.thirdstageconsulting.com/free-transformation-assessments/ Private Equity Playbook: https://www.thirdstageconsulting.com/reports/erpduediligenceprivateequity/ TSC Resource Center: https://www.thirdstageconsulting.com/thought-leadership/   Connect With Me: LinkedIn: https://www.linkedin.com/in/erickimberling/ Instagram: https://www.instagram.com/erickimberling/ TikTok: https://www.tiktok.com/@erickimberling0 X: https://twitter.com/erickimberling   📩 Got Questions? Contact me to brainstorm ideas for your digital transformation: eric.kimberling@thirdstage-consulting.com   🎵 Music in this Episode: Summer by Simple Minds License ID: GVm21OaJnQw   The House That Heaven Built by Japandroids License ID: MaR0WNnp2Kv   Lola (2020 Stereo Remaster) by The Kinks License ID: 1w0wqXDWEZ8   Get this and other songs for your next YouTube video at https://lickd.co   This weekly podcast series premiers live on YouTube every Wednesday at 8am New York/1pm London/9pm Hong Kong. You can also subscribe to the podcast on Apple, Google, Spotify, Pandora, or your favorite podcast platform.   Watch more episodes here: https://youtube.com/playlist?list=PLyI-oIQSgI2DGXQKvUz-farHwls_B3G3i

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