AZ Tech Roundtable 2.0

Stock Investing Info from Earnings Hub w/ Hamid Shojaee

AZ TRT S05 EP23 (238) 6-9-2024

What We Learned This Week:

• Earnings Hub is a platform where you can find all the information on a company, when their earnings are coming out, & quarterly calls
• Earnings info for Public Co's is often hard to find, and the income for stocks is crucial to the price
• Hamid is a long term investor like Buffet, more of buy and hold of good stocks, only owns 8 stocks
• Concentration Builds Wealth – Diversification Preserves it.
• Looking for companies that can grow 10x over the next few years, and this is hard with massive companies worth $ trillions like Apple or Microsoft

Guests: Hamid Shojaee

https://aztechbeat.com/

Hamid talks all thing AZ tech, Startups and what the world of an Angel Investor really looks like. His 2 decades + of experience is laid out, from starting and running software companies, plus exited the industry to now an Angel Investor mentoring the next generation of Startups.

Hamid (Founder of Axosoft and Pure Chat) has always had a passion in helping Arizona's up-and-coming tech talent. Since 2010, Hamid has been involved with various AZ tech initiatives, including bringing tech founder and CEOs together, investing in startups and helping push the #YesPHX community forward.

Axosoft – software tools for software development

PureChat – live chat software for websites

Hamid is a 20 year + software veteran who's built four different multi-million dollar SaaS products in the last twenty years. He recently sold two software companies, Axosoft and Pure Chat, and has been advising and investing in Arizona-based startups for nearly a decade. He recently announced he'll be investing $10 million in promising Arizona tech startups. Hamid is also host of the AZ Tech Podcast, where he interviews Arizona's most successful founders, investors and doers.

https://savvytrader.com/

What is Savvy Trader? Create

Create a virtual portfolio of your stocks and crypto. Buy or sell your investments at any time to keep your portfolio up to date.

Share

Share your portfolio for free, or set a price, for your followers to get access to your portfolio and notified about your trades.

Notify

Notify your subscribers when you make a trade. Savvy Trader will send a text or email to everyone subscribed to your portfolio.

Savvy Trader is on a mission to make investment information more accessible.

Learning about stocks and crypto can be intimidating and overwhelming with incredibly high levels of noise and very little signal.

Savvy Trader helps solve this problem in two ways:

1. Create and trade stocks and crypto in a safe virtual portfolio environment. The Savvy Trader virtual portfolios work a lot like a real brokerage account, except the trades are not real, allowing users to experiment and learn.
2. Portfolio Creators can also share their virtual portfolios. A great way to learn about stocks and crypto is to see the virtual portfolios of others, see the actual performance of those portfolios as if they were real, and learn about the reasons behind the creators decisions for buying or selling each holding.

So go ahead, create a virtual portfolio and share it with the world.

Speaking of, I have a Savvy Trader virtual portfolio myself. Truth be told, I wanted to create Savvy Trader for myself as an easy way for me to consolidate my holdings in multiple accounts into a single virtual portfolio that represents my actual investments, and I wanted an easy way to share my portfolio details with friends and family. You can subscribe to my portfolio below - it's free!

Notes:

Savvy trader a website created by Hamid for portfolio sharing. You can see what stocks other people are buying. You can also create custom portfolio as well as build an audience. They pay creators $25 a month.

Under the Savvy Trader brand, they created Earnings Hub, which gives the quarterly earnings reports of Companies and their stocks. You can get a summary of the quarterly calls, analyst expectations, analyst analysis, the actual earnings, and the calendar on when the earnings come out.

Hamid is a long-term investor who looks for growth, earnings, and earnings validation. The old mantra of, trust but verify. He is definitely a fundamental investor like Buffet, who looks at the numbers of the company. Also believes in companies who make investments in R&D. Looking for great companies with a growing Market Cap.

Part 1

Seg 1

Public companies release earnings on a quarterly basis. Then the CEO has to conduct a call with analyst where they answer questions. This is the only public information available. It's a chance each quarter to see what's really going on with the company. Earnings information is tough to find, and you have to search for it in multiple places.

They created Earnings Hub where the information is all in one place. Can see the calendar of who's reporting earnings and when. You also have access to past quarterly calls and a summary of the call. This way you can see the information the public companies are required to file on earnings in the status of the company.

Hamid is also an angel investor where you invest in startups Founders. Private investor with no guarantees. The way they typically operate, is they push out financial and sales updates monthly or quarterly. Most startups fail, so Hamid understands anyone he invests in, could lose the money. He is basically a hands off investor.

Earnings Hub is set up where traffic on the site will spike when big companies like a Tesla or Amazon are reporting. They also just launched a feature where you can listen to the earnings call live as well as do live chat with other members.

Cost for Earnings Hub is $100 a year. Right now they have an intro offer where it's just $1 - one dollar.

Seg 2

They created a joke feature with Earnings Hub logo. Currently the A in the logo is a pyramid. When a stock is down, the logo will change to a 💩.

Real estate analogy - you buy the best house in the block, not all of them. You want to have a small portfolio of a few stocks with concentrated investing vs investing in the whole S&P index of 500 stocks.

Concentrated investors have a small nest which they watch carefully, as opposed to buying an index, and you can't really focus on any one stock. Buffett quote - "concentration builds wealth. Diversification preserves wealth.'

Hamid owns 7 to 8 stocks. Those stocks are: Robin Hood, Meta, Rivian, Tesla, Netflix Rocket Lab, and some Bitcoin. You never know what's going to happen with the stock, even good companies have bad days and bad years.

An example - Meta-Facebook peaked in 2021. Stock price was at $400 and the company had a market cap of $1.2 trillion. Then it crashed, going into 2022, the stock lost over 50% of its value and was down to $180 and the market cap was around $600 billion. Now in 2024, the stock is back up over $400 or even $500 per share and it has the highest market cap it's ever had. The CEO Mark Zuckerberg invested in AI, made improvements to the efficiency of the company, and even cut 25% of the staff.

The old Buffet mantra, that you invest in managers who run good companies that have an economic moat with advantages to keep the competition away. This defines Facebook. There was a myth that Facebook was losing market share to TikTok. This turned out to be false and it came roaring back.

Seg 3

The ups and the downs of being a long-term investor using Amazon as an example.

If you had invested an Amazon in 1999, the logic goes, you would be done as an investor as the stock has gone up tenfold. The catch to that is, if you started in 1999. You had to hold the Amazon stock thru the dot.com crash of 2000 where it lost 80% of its value. Stock was worth $50 and 2000 and now worth $20K, 25 years later.

Uber it had its IPO the stock took off then the stock crashed. They got a new CEO in 2017 and since then over a 5+ year, the stock has slowly gone up.

Stocks like Robin Hood and GameStop have had big rises and big crashes between 2022 and 2023. Robin Hood, everybody was down on the stock in 2022 and you could buy the stock and the company for literally less than the cash they had on hand.

Robin Hood has matured. The company is very efficient and has a good customer base. They have expanded into the credit card business with 3% cash-back.

Invest in companies that their profits grow10X, so their stock price is up 10X over 10 years. He believes Robin Hood with the market cap of $17 billion has this potential.

Currently, they are grabbing customers from competitors like Schwab and Ameritrade using their credit card and account cash backs.

Seg 4

Another company Hamid likes is called Rocket Lab. Stock is $4 and they have a Market Cap of $2 billion vs a competitor like SpaceX valued at $180 billion. Just like SpaceX, Rocket Lab will be putting satellites into orbit.

Over speculation on a stock, and making a problem more than it is, can hurt a stock price. This can create opportunities, if it's a good company, can withstand the short term problems. Investors need to see through those problems, and see how serious it is. What will be the short term cost to the company.

You want to buy good companies, at a great price. Stocks in 2022 at a great price, lots of opportunities. In 2024, stock price is high. It's now just a good price even though the company still good.

A good investor can take advantage of short term volatility. An example of this. is Tesla. That has both benefited, and then sometimes been hurt by volatility. The story behind Tesla sometimes is a growth story based around EV cars, and the mystique of its CEO Elon Musk.

On the downside, when he does some controversy on Twitter, it can hurt the stock. 2023 into 2024, Tesla is facing some issues with slowing growth. Hamid believes that the story of Tesla is actually helping to prop up the stock.

Elon Musk has diversified through the years, not only is their Tesla, now owns Twitter, he owns SpaceX, and has moved into NeuroLink.

Savvy trader, you can share your portfolio. Anyone who joins can see her needs portfolio. Once you make a change on a stock, it is shared in real time.

Reference Show:

Create Your Investing Profile & Share It on Savvy Trader w/ Hamid Shojaee

BRT S03 EP58 (157) 11-20-2022

What We Learned This Week

• Savvy Trader allows you to share your portfolio
• Investing Track Record - see how people actually invest & their results
• Why Software is Such a Good Business Model, Build 1x, sell multiple X
• VCs want to see Traction in Startups
• Cost of Customer Acquisition (CAC) & Long term Value of a Custer (LTV) are critical in scaling a startup long term, how much does it cost to get a customer, and how long do you keep them

Full Show: HERE

Tech Topic:

https://brt-show.libsyn.com/category/Tech-Startup-VC-Cybersecurity-Energy-Science

Best of Tech:

https://brt-show.libsyn.com/size/5/?search=best+of+tech

Investing Topic:

https://brt-show.libsyn.com/category/Investing-Stocks-Bonds-Retirement

'Best Of' Topic: https://brt-show.libsyn.com/category/Best+of+BRT

Thanks for Listening.

Please Subscribe to the BRT Podcast.

AZ Tech Roundtable 2.0 with Matt Battaglia

The show where Entrepreneurs, Top Executives, Founders, and Investors come to share insights about the future of business.

AZ TRT 2.0 looks at the new trends in business, & how classic industries are evolving.

Common Topics Discussed: Startups, Founders, Funds & Venture Capital, Business, Entrepreneurship, Biotech, Blockchain / Crypto, Executive Comp, Investing, Stocks, Real Estate + Alternative Investments, and more…

AZ TRT Podcast Home Page: http://aztrtshow.com/

'Best Of' AZ TRT Podcast: Click Here

Podcast on Google: Click Here

Podcast on Spotify: Click Here

More Info: https://www.economicknight.com/azpodcast/

KFNX Info: https://1100kfnx.com/weekend-featured-shows/

Disclaimer: The views and opinions expressed in this program are those of the Hosts, Guests and Speakers, and do not necessarily reflect the views or positions of any entities they represent (or affiliates, members, managers, employees or partners), or any Station, Podcast Platform, Website or Social Media that this show may air on. All information provided is for educational and entertainment purposes. Nothing said on this program should be considered advice or recommendations in: business, legal, real estate, crypto, tax accounting, investment, etc. Always seek the advice of a professional in all business ventures, including but not limited to: investments, tax, loans, legal, accounting, real estate, crypto, contracts, sales, marketing, other business arrangements, etc.

Reclaimed Minerals, Extracting Lithium + Iodine w/ Dr. Nick Sakharav

AZ TRT S05 EP22 (237) 6-2-2024

What We Learned This Week:

• EV Cars charging is slow and batteries are large & heavy
• Lithium is main chemical used in EV Batteries
• Hydrogen Fuel could be the Fuel of the Future vs solely EV Cars
• Iodine is used in Medical Industry and in large Demand
• Mineral Extraction, leads to Clean Water + Profit

Guest: Dr. Nick Sakharov

LKIN: https://www.linkedin.com/in/nsakharov

Reclaimed Minerals - http://www.reclaimedminerals.com/

Dr. Nick Sakharov, a leading expert in critical minerals extraction (lithium and iodine), hydrogen energy, and saltwater treatment.

He is a passionate advocate for a sustainable future, who believes these areas hold immense potential to address crucial challenges facing the USA.

Expertise:

With over 25 years of experience in global economy, energy, sustainability, mineral mining, a proven track record of strategy

Critical Element Extraction: extensive experience in extracting critical minerals like lithium and iodine, vital for clean energy technologies.

Hydrogen Energy: the development of hydrogen as a clean and efficient alternative energy storage source (and why it is not a fuel source).

Saltwater Treatment: Innovative saltwater treatment methods offer solutions to water scarcity and environmental concerns.

Global Economy and Everyday Life: how these scientific breakthroughs, like clean energy and water solutions, affect things we care about in our daily lives, such as jobs, energy costs, and even the price of everyday products.

Notes:

Nick has a PhD in economics, studies, new technology and strategy. He worked for 10 years in the telecom industry, and then 15 years in energy generation. The last 12 years he's been in the US working in chemicals.

He is based out of Houston, Texas building an iodine and lithium production company - working on chemical extraction from oil waste water. Chemicals they will work on are iodine, lithium, high, hydrogen, bromine. Nick believes blue hydrogen will be the fuel of tomorrow.

Nick is working on getting investors to help purchase and refurbish a former Japanese iodine plant in Oklahoma. Potentially could be on line in under one year.

Seg 1

Oil companies extract oil and saltwater from the ground in normal production. Then they discard the water and any leftover minerals like iodine or lithium.

Iodine is used in the medical industry and also electronics and mattresses.

Lithium is used in the energy industry, mainly in batteries for electronic devices, like cell phones or EV cars, or regular batteries. Chemical lithium is responsible for faster, charging and more capacity and batteries. Nick believes lithium will be replaced as the main mineral in 10 to 15 years. There's lots of lithium available in the world, but you do need to mine it.

Lithium batteries for EV cars are very heavy, and takes a long time to charge. The range of the EV battery depends specifically on how heavy the battery is. During the winter, EV battery is less efficient and could lose as much as half of the charge.

Lithium batteries for cell phones are not that big of an issue, as typically the batteries were replaced every two years.

Elon Musk of Tesla is building a lithium factory.

Seg 2

Hard to tell what will replace lithium in the future. Currently, companies are testing 10 to 15 different ideas. He also believes they'll be different organic materials, which will be used in batteries in the future for a handheld for smaller devices.

Nick believes that with the EV and auto industry in the future, there is a renewed interest in hydrogen liquid gas. Electric vehicles would have both motor - an electric motor and Hydro gas fuel part. There would be a minor and smaller battery for storage.

Major shift, EV vehicles find electrical outlets in the grid and the build out is difficult. Hydrogen gas would need new gas station refueling set up. Current gas stations cannot do it.

It's easier and cheaper to deliver hydrogen gas to rural areas. You would bring it in with the truck. Cannot use current gas infrastructure for hydrogen fuel as it has a different molecular make up.

Per Nick, blue hydrogen, could be the energy of the future for storage for energy and power. Remains to be seen, if it would be used for cars. Currently states like Oklahoma have less energy usage versus consumption. Meaning they make more energy than they use.

You have things like brown hydrogen, which could also be used in generation, and cheaper with water and store it better than windmills. Nuclear facilities that are government regulated, use a special iodine. Cities and states need to store energy better.

Energy and hydrogen is a great option when consumption is low. Use the electricity, pull the hydrogen out, put, the oxygen back in the atmosphere. You have hydrogenation even in your house in the future. People are skeptical because hydrogen is a gas, but hydrogen is safe.

Seg 3

Hydrogen and cities could work resources better and store more energy. Could help to produce more electricity and cheaper. Toyota already has a hydrogen car. Infrastructure for hydrogen being invested in now - over the next 10 years by federal government with a grant of $5 billion.

Iodine is used in healthcare. There is major competition with China. China has a stronger hold on iodine producing. They bought a large quantity of a Chilean company that produces iodine and tried to corner the market.

China wants to dominate iodine production in the pharmaceutical industry, producing it in China. US currently imports 5000 tons of iodine a year with costs risen tri-fold the last few years.

United States and Oklahoma State in particular has storage potential for iodine. Get iodine production in the US, produce locally in the US. The price jump of 3X the last few years. Costing $75,000 per ton now, vs $25,000 per ton a few years ago.

Lots of medical development and drug development, and in the process they use iodine. Iodine research has potential for cancer cure and we don't want to rely on China.

Can also clean up the saltwater with iodine. For example, in Texas the drinking water has issues and can be cleaned out of processed water.

Iodine is an element to take out of water. Clean the water and get the profit by selling the iodine. Freshwater then becomes the byproduct. This would help farming and the oil and gas industry with more portable water.

Bromine is another byproduct of this cleaning extraction and it's cheap. A bonus in the same water extraction. Bromine is 1/8 the cost of iodine. Broine is used in the chemical industry.

Nick is trying to rebuild a Japanese iodine plan in Oklahoma. He needs investors. It could be in production in under a year. You retrofit the older iodine Japanese plant in Oklahoma.

Tech Topic:

https://brt-show.libsyn.com/category/Tech-Startup-VC-Cybersecurity-Energy-Science

Best of Tech:

https://brt-show.libsyn.com/size/5/?search=best+of+tech

Investing Topic:

https://brt-show.libsyn.com/category/Investing-Stocks-Bonds-Retirement

'Best Of' Topic: https://brt-show.libsyn.com/category/Best+of+BRT

Thanks for Listening.

Please Subscribe to the BRT Podcast.

AZ Tech Roundtable 2.0 with Matt Battaglia

The show where Entrepreneurs, Top Executives, Founders, and Investors come to share insights about the future of business.

AZ TRT 2.0 looks at the new trends in business, & how classic industries are evolving.

Common Topics Discussed: Startups, Founders, Funds & Venture Capital, Business, Entrepreneurship, Biotech, Blockchain / Crypto, Executive Comp, Investing, Stocks, Real Estate + Alternative Investments, and more…

AZ TRT Podcast Home Page: http://aztrtshow.com/

'Best Of' AZ TRT Podcast: Click Here

Podcast on Google: Click Here

Podcast on Spotify: Click Here

More Info: https://www.economicknight.com/azpodcast/

KFNX Info: https://1100kfnx.com/weekend-featured-shows/

Disclaimer: The views and opinions expressed in this program are those of the Hosts, Guests and Speakers, and do not necessarily reflect the views or positions of any entities they represent (or affiliates, members, managers, employees or partners), or any Station, Podcast Platform, Website or Social Media that this show may air on. All information provided is for educational and entertainment purposes. Nothing said on this program should be considered advice or recommendations in: business, legal, real estate, crypto, tax accounting, investment, etc. Always seek the advice of a professional in all business ventures, including but not limited to: investments, tax, loans, legal, accounting, real estate, crypto, contracts, sales, marketing, other business arrangements, etc.

AZ TRT 2.0 - Best of Tech Part 1 - Data Centers, IT, EV Charging, Minerals & AI Software

AZ TRT S05 EP21 (236) 5-26-2024

What We Learned This Week:

• Host Matt on Data Centers + Energy Usage
• Lucian Aguayo of Redgear on IT Infrastructure
• Broc TenHouten of Intrinsic Power on EV Charging
• Brian Stevens of Neural Magic on AI Software
• Dr. Nick Sakharav of Reclaimed Minerals on Energy

'Best of' Clips from previous Tech themed aired in the first half of 2024

Notes:

Seg 1. - Clips from:

Data Centers + AI Growth Requires More Energy, is Nuclear an Option?

AZ TRT S05 EP20 (235) 5-19-2024

What We Learned This Week:

• Data Centers use lots of Energy with demand growing 15% per year
• AI Models are large software files, and this leads to more data
• Alternative Ideas like Clean Energy, smaller Data Centers, & Cooling
• Nuclear SMR (Small Modular Reactor) may be the Future of Energy
• Stock Investment Ideas - How can you Make Money $ off the increase of Data Centers?

https://www.goldmansachs.com/intelligence/pages/AI-poised-to-drive-160-increase-in-power-demand.html

AI is poised to drive 160% increase in data center power demand

On average, a ChatGPT query needs nearly 10 times as much electricity to process as a Google search. In that difference lies a coming sea change in how the US, Europe, and the world at large will consume power — and how much that will cost.

For years, data centers displayed a remarkably stable appetite for power, even as their workloads mounted. Now, as the pace of efficiency gains in electricity use slows and the AI revolution gathers steam, Goldman Sachs Research estimates that data center power demand will grow 160% by 2030.

At present, data centers worldwide consume 1-2% of overall power, but this percentage will likely rise to 3-4% by the end of the decade. In the US and Europe, this increased demand will help drive the kind of electricity growth that hasn't been seen in a generation. Along the way, the carbon dioxide emissions of data centers may more than double between 2022 and 2030.

Goldman Sachs research on AI and power needs

https://www.goldmansachs.com/intelligence/pages/gs-research/generational-growth-ai-data-centers-and-the-coming-us-power-surge/report.pdf

Full Show: HERE

IT Setup & Cybersecurity w/ Luciano Aguayo of Redgear

AZ TRT S05 EP07 (222) 2-18-2024

What We Learned This Week

• RedGear provides turnkey IT solutions for clients. Outsource IT to shift liability
• IT often an afterthought, when it should be a major priority - lifestyle of tech in a business
• Data is lifeblood of a company, need security
• Cybersecurity is just one part, need to monitor physical location, who has access, email, etc

Guest: Luciano Aguayo of Redgear

https://redgear.com/

Luciano Aguayo is a Texas native, and an active member and contributor to the Southwest Technology community. His professional career spans a diverse industry portfolio and has held various titles and certifications at the senior engineering and senior management levels. Luciano specializes in designing and implementing turnkey complex infrastructure solutions. For the past 20 years Luciano has designed and implemented numerous infrastructures for regional and local school districts, has a diverse portfolio of local and international businesses, including the federal government, and key Southwest landmarks and attractions. After several years in the private sector and after building a loyal customer base, Luciano launched RedGear in 2016. RedGear is a regional business to business technology solutions company. Since its inception, RedGear has quickly grown to 4 locations, 50+ employees, and recently opened a regional office in Phoenix, Arizona.

RedGear

RedGear provides professional technology services, equipment, and consulting in the Southwest US region. Our entire culture is built around supporting business infrastructures, while building relationships and delivering an exceptional customer service experience and always keeping our customers best interest a top priority. We've built our success by reputation, quality of work, professionalism, and always being there for clients every step of the way whenever they need us. Our services, certifications, experience, and expertise cover the entire spectrum of Information Technology that no other regional technology service provider can match. We manage all aspects of Technology so the customer can focus on running their business.

Full Show: HERE

Seg 2. - Clips from:

EV Charging at Home w/ Broc TenHouten of Intrinsic Power

AZ TRT S05 EP05 (220) 2-4-2024

What We Learned This Week

• Intrinsic Power - Next Gen EV Charger
• EV Charging in your home will be standard
• Electrical Panel upgrade to handle new tech
• Electric Grid not prepared for consumer demand & EV charging needs
• EV Infrastructure for charging stations as EV Cars w/ longer range are the Future

Guest: Broc TenHouten of Intrinsic Power

https://www.linkedin.com/in/tenhouten/

https://www.linkedin.com/company/intrinsic-power-inc/

https://www.intrinsicpower.com/

Broc TenHouten, Co-founder and CEO, Intrinsic Power, Inc.

Broc is an experienced technical leader with a general management background in the commercialization of EV technology. Broc was COO and chief engineer of Divergent 3D, developer of the 3D-printed 21C hybrid hypercar. He served as director of technology development at EnerSys Advanced Systems and led the engineering and industrialization of multiple electric vehicle and energy storage companies.

Broc began his career at General Motors, where he held various positions in vehicle development. Broc has more than 50 vehicle technology patents issued or in process. He holds an MBA from the University of Michigan-Ross and a BS in Mechanical Engineering from UC Berkeley.

Intrinsic's innovation has positioned the company to become the leader in distributed energy management–and one to watch.

 The compact Intrinsic Power charger is more powerful than the competition, 11kW charging reduces charging time by up to 830%. Perfectly optimized for your current electric vehicle, and your next one

 Web and mobile apps allow you to review charger use and syncronise useage across a portfolio of charging stations

 Advanced connectivity enables real-time information and grid demand response, helping to avoid local power outages

 Machine learning enables automatic time of use management, continuously optimizing to lower power bills over time

HISTORY

Intrinsic Power was founded in 2015, as a Los Angeles based internally-funded startup dedicated to delivering better EV charging solutions. Today Intrinsic is conducting field demonstrations, collecting data in preparation for mass production.

TEAM

Managed and staffed by a team of technical leaders in the EV space. The Intrinsic Power team is dedicated to improving residential charging though a combination of improved hardware and machine learning based algorithms for better charging performance.

Full Show: HERE

Seg 3. - Clips from:

Software Delivered AI w/ Brian Stevens of Neural Magic

AZ TRT S05 EP08 (223) 2-25-2024

What We Learned This Week

• Neural Magic Deepsparse software helps B2B Clients incorporate AI into their tech stack
• Large Language Learning Models of AI can be costly & require massive computing power
• Their clients now control their AI Model
• Opensource AI Foundation Models for training
• AI uses a Recommendation Model

Guest: Brian Stevens

Chief Executive Officer of Neural Magic

Brian Stevens is chief executive officer of Neural Magic. A tech veteran with more than 30 years of experience, Brian has a rich history of building/advising high-impact companies and driving disruptions that transform the industry.

In his role at Neural Magic, Brian aims to democratize Generative AI for enterprises and make it more accessible and affordable to all.

In his career, Brian has served in a variety of executive roles at world-renowned companies including VP and CTO of Google Cloud, and CTO and EVP of Worldwide Engineering at Red Hat.

Brian currently serves on the board of directors of Nutanix and Genpact, and is a former member of the board of directors of the American Red Cross, IEEE, OpenStack Foundation, Data Gravity, and Pentaho.

Brian holds a master's degree in computer systems from Rensselaer Polytechnic Institute and a bachelor's degree in computer science from the University of New Hampshire. In his personal life, Brian is an accomplished carpenter and woodworker with a passion for refurbishing old homes.

NEURAL MAGIC

https://neuralmagic.com/

About: Neural Magic is an AI company, born out of the Massachusetts Institute of Technology (MIT), on a mission to help customers innovate with machine learning, without added complexity or cost. While pursuing research at MIT, founders Nir Shavit and Alexander Matveev launched Neural Magic, a software-delivered AI solution, to address their frustration with the constraints of GPUs and existing hardware.

Using Neural Magic's DeepSparse Inference Runtime, customers can easily deploy deep learning models on commodity CPUs with GPU-class performance.

For more information, including all of Neural Magic's offerings, visit https://neuralmagic.com/ or follow @neuralmagic on Twitter, LinkedIn, and YouTube.

Open Source AI for Business-2024 Is the Year to On Ramp

Brian Stevens, CEO of Neural Magic is at the helm of this growing trillion-dollar industry (proper source)

As enterprises prepare for 2024, the growing demand for AI optimization is top of mind.

Neural Magic is fulfilling that need with software-delivered AI. Enterprises use Neural Magic's runtime and open-source sparsification tools for maximum CPU speedups of NLP (including LLMs) and computer vision models.

"It is my goal to democratize AI using optimized CPUs as the onramp to generative AI, making it faster, affordable and agile for enterprises." – Brian Stevens, CEO, Neural Magic

Full Show: HERE

Seg 4. - Clips from:

Reclaimed Minerals, Extracting Lithium + Iodine w/ Dr. Nick Sakharav

AZ TRT S05 EP22 (237) 6-2-2024

What We Learned This Week:

• EV Cars charging
• Lithium batteries weight
• hydrogen fuel
• Iodine
• Mineral extraction, clean water

Guest: Dr. Nick Sakharov

LKIN: https://www.linkedin.com/in/nsakharov

Dr. Nick Sakharov, a leading expert in critical minerals extraction (lithium and iodine), hydrogen energy, and saltwater treatment.

As a passionate advocate for a sustainable future, I believe these areas hold immense potential to address crucial challenges facing USA.

My Expertise:

With over 25 years of experience in global economy, energy, sustainability, mineral mining, I have a proven track record of strategy .

Critical Element Extraction: I possess extensive experience in extracting critical minerals like lithium and iodine, vital for clean energy technologies.

Hydrogen Energy: I can discuss the development of hydrogen as a clean and efficient alternative energy storage source (and why it is not a fuel source).

Saltwater Treatment: Innovative saltwater treatment methods offer solutions to water scarcity and environmental concerns.

Global Economy and Everyday Life: I can explain how these scientific breakthroughs, like clean energy and water solutions, affect things we care about in our daily lives, such as jobs, energy costs, and even the price of everyday products.

Reclaimed Minerals

http://www.reclaimedminerals.com/

Tech Topic:

https://brt-show.libsyn.com/category/Tech-Startup-VC-Cybersecurity-Energy-Science

Best of Tech:

https://brt-show.libsyn.com/size/5/?search=best+of+tech

Investing Topic:

https://brt-show.libsyn.com/category/Investing-Stocks-Bonds-Retirement

'Best Of' Topic: https://brt-show.libsyn.com/category/Best+of+BRT

Thanks for Listening.

Please Subscribe to the BRT Podcast.

AZ Tech Roundtable 2.0 with Matt Battaglia

The show where Entrepreneurs, Top Executives, Founders, and Investors come to share insights about the future of business.

AZ TRT 2.0 looks at the new trends in business, & how classic industries are evolving.

Common Topics Discussed: Startups, Founders, Funds & Venture Capital, Business, Entrepreneurship, Biotech, Blockchain / Crypto, Executive Comp, Investing, Stocks, Real Estate + Alternative Investments, and more…

AZ TRT Podcast Home Page: http://aztrtshow.com/

'Best Of' AZ TRT Podcast: Click Here

Podcast on Google: Click Here

Podcast on Spotify: Click Here

More Info: https://www.economicknight.com/azpodcast/

KFNX Info: https://1100kfnx.com/weekend-featured-shows/

Disclaimer: The views and opinions expressed in this program are those of the Hosts, Guests and Speakers, and do not necessarily reflect the views or positions of any entities they represent (or affiliates, members, managers, employees or partners), or any Station, Podcast Platform, Website or Social Media that this show may air on. All information provided is for educational and entertainment purposes. Nothing said on this program should be considered advice or recommendations in: business, legal, real estate, crypto, tax accounting, investment, etc. Always seek the advice of a professional in all business ventures, including but not limited to: investments, tax, loans, legal, accounting, real estate, crypto, contracts, sales, marketing, other business arrangements, etc.

Data Centers + AI Growth Requires More Energy, is Nuclear an Option?

AZ TRT S05 EP20 (235) 5-19-2024

What We Learned This Week:

• Data Centers use lots of Energy with demand growing 15% per year
• AI Models are large software files, and this leads to more data
• Alternative Ideas like Clean Energy, smaller Data Centers, & Cooling
• Nuclear SMR (Small Modular Reactor) may be the Future of Energy
• Stock Investment Ideas - How can you Make Money $ off the increase of Data Centers?

Notes:

Seg. 1

Clips about AI from:

Software Delivered AI w/ Brian Stevens of Neural Magic

AZ TRT S05 EP08 (223) 2-25-2024

What We Learned This Week

• Neural Magic Deepsparse software helps B2B Clients incorporate AI into their tech stack
• Large Language Learning Models of AI can be costly & require massive computing power
• Their clients now control their AI Model
• Opensource AI Foundation Models for training
• AI uses a Recommendation Model

Guest: Brian Stevens

Chief Executive Officer of Neural Magic

Brian Stevens is chief executive officer of Neural Magic. A tech veteran with more than 30 years of experience, Brian has a rich history of building/advising high-impact companies and driving disruptions that transform the industry.

NEURAL MAGIC

https://neuralmagic.com/

About: Neural Magic is an AI company, born out of the Massachusetts Institute of Technology (MIT), on a mission to help customers innovate with machine learning, without added complexity or cost. While pursuing research at MIT, founders Nir Shavit and Alexander Matveev launched Neural Magic, a software-delivered AI solution, to address their frustration with the constraints of GPUs and existing hardware.

Full Show: Here

Clips about Data Centers and Energy from:

The New Modular Data Center by Redivider w/ Tom Frazier

BRT S04 EP31 (194) 8-6-2023

What We Learned This Week

· Redivider Data centers are smaller modular size like a shipping container vs a standard data center which could be a huge warehouse

The new data centers are mobile, eco friendly, carbon neutral, plus allow for both scale & cost savings

·Technology will be used to help the growth of the smart city or cloud and edge computing services

· The growing use of AI programs like ChatGPT impacts the water supply as the needed cooling for data centers is massive, and not sustainable long term

·Re-divider: Focus on The Three P's, People, Planet, Profit

Guest: Tom Frazier - Co-Founder & CEO

Tom Frazier, the co-founder and CEO of Redivider, boasts an impressive 25-year career, driving transformational and disruptive initiatives in future tech, B2B, and public sectors. Committed to prioritizing people, planet, and profits, Tom is devoted to spearheading innovation in the digital economy.

https://www.linkedin.com/in/tomfrazier/

Meet Redivider and Tom Frazier

https://www.redivider.co/products/data-centers

Leading with People, Planet and Profits , Tom Frazier and Eric Appelblom are flipping the traditional enterprise data center on its head with hydrogen powered data centers—reducing carbon foot print and increasing jobs. The companies advisory team is a shows who in environmental and ESG.

Full Show: HERE

Seg. 2

https://www.goldmansachs.com/intelligence/pages/AI-poised-to-drive-160-increase-in-power-demand.html

AI is poised to drive 160% increase in data center power demand

On average, a ChatGPT query needs nearly 10 times as much electricity to process as a Google search. In that difference lies a coming sea change in how the US, Europe, and the world at large will consume power — and how much that will cost.

For years, data centers displayed a remarkably stable appetite for power, even as their workloads mounted. Now, as the pace of efficiency gains in electricity use slows and the AI revolution gathers steam, Goldman Sachs Research estimates that data center power demand will grow 160% by 2030.

At present, data centers worldwide consume 1-2% of overall power, but this percentage will likely rise to 3-4% by the end of the decade. In the US and Europe, this increased demand will help drive the kind of electricity growth that hasn't been seen in a generation. Along the way, the carbon dioxide emissions of data centers may more than double between 2022 and 2030.

Goldman Sachs research on AI and power needs

https://www.goldmansachs.com/intelligence/pages/gs-research/generational-growth-ai-data-centers-and-the-coming-us-power-surge/report.pdf

https://www.goldmansachs.com/intelligence/pages/gs-research/ai-data-centers-global-power-surge-and-sustainability-impact/report.pdf

https://www.goldmansachs.com/intelligence/pages/AI-poised-to-drive-160-increase-in-power-demand.html

https://futurism.com/the-byte/ai-data-centers-power-built-in-nuclear-reactors

AI DATA CENTERS NEED SO MUCH POWER THEY MAY NEED BUILT-IN NUCLEAR REACTORS

"DATA CENTRES ARE POWER HUNGRY THINGS, BUT WITH AI WE'RE MOVING INTO A NEW LEVEL OF POWER REQUIREMENTS."

Nuclear Option

It's no secret that keeping an AI data center running requires an immense amount of power.

To meet those skyrocketing energy demands, experts are now looking for alternative sources, the BBC reports — including small nuclear reactors that could power individual data centers.

"Our industry has to find another source of power," Digital Realty CTO Chris Sharp told the broadcaster.

Small and Modular

For years, scientists have been developing small modular reactors (SMR), which are scaled-down power plants that can provide power in situ and thereby dramatically reduce companies' dependence on the grid.

Despite an entire burgeoning industry dedicated to their realization, there still aren't any commercial ones in operation anywhere in the world, as the BBC notes.

It's an intriguing idea that has inspired some of the biggest players in the AI field to invest in the idea. Job listings last year suggested Microsoft was looking to roll out its own plan for SMRs, with the goal of eventually using them to power its AI data centers.

Even OpenAI CEO Sam Altman has invested in a nuclear startup called Oklo, which is working on self-regulating SMRs. (Altman has also suggested that AI is so power hungry that it'll require a breakthrough energy source.)

"Data centres are power hungry things, but with AI we're moving into a new level of power requirements," director at the Centre for Nuclear Engineering at Imperial College London Michael Bluck told the BBC.

But it'll likely be a while before companies start producing SMRs at scale to meet those requirements.

"There are about 50 SMR designs out there," Bluck added. "The challenge is to build them in repeatable units, factory style, standardizing production lines."

One big hurdle to still overcome is regulation. After all, nuclear energy comes with some obvious risks. The US Nuclear Regulatory Commission has been "engaged in varying degrees of pre-application activities with several SMR designers over the past several years," per its official website.

In 2020, the commission approved the first SMR design, developed by an Oregon-based startup called NuScale Power.

However, despite clear momentum behind the idea, it's unclear if SMRs will end up being the answer to our rapidly rising energy needs. Companies are desperately looking for ways to scale up operations now — and not years from now.

More on SMRs: Microsoft Needs So Much Power to Train AI That It's Considering Small Nuclear Reactors

https://www.iaea.org/newscenter/news/what-are-small-modular-reactors-smrs

Small modular reactors (SMRs) are advanced nuclear reactors that have a power capacity of up to 300 MW(e) per unit, which is about one-third of the generating capacity of traditional nuclear power reactors. SMRs, which can produce a large amount of low-carbon electricity, are:

• Small – physically a fraction of the size of a conventional nuclear power reactor.
• Modular – making it possible for systems and components to be factory-assembled and transported as a unit to a location for installation.
• Reactors – harnessing nuclear fission to generate heat to produce energy.

https://www.nbcnews.com/tech/tech-news/nuclear-power-oklo-sam-altman-ai-energy-rcna139094

The AI industry is pushing a nuclear power revival — partly to fuel itself

A nuclear startup backed by OpenAI chief Sam Altman wants to power data centers and homes alike. It's racing against surging demand while working to satisfy regulators.

Excerpt:

Oklo is one of the nuclear startups backed by Sam Altman, the CEO of OpenAI who has described AI and cheap, green energy as mutually reinforcing essentials to achieving a future marked by "abundance."

"Fundamentally today in the world, the two limiting commodities you see everywhere are intelligence, which we're trying to work on with AI, and energy," he told CNBC in 2021 after investing $375 million in Helion Energy, a nuclear fusion startup that Altman chairs. Microsoft last year agreed to buy power from Helion starting in 2028. Oklo, which Altman also chairs, is focused on the opposite reaction, fission, which generates energy by splitting an atom; fusion does so by merging atomic nuclei.

Representatives for Altman, through his special acquisition company AltC, didn't respond to a request for comment.

In rural southeastern Idaho, Oklo is working to build a small-scale nuclear powerhouse that could fuel data centers like the ones OpenAI and its competitors need. But the company also wants to supply mixed-use communities and industrial facilities, and is already contracted to build two commercial plants in southern Ohio.

Stocks to Review:

https://www.techopedia.com/investing/best-data-center-stocks

Best Data Center Stocks to Buy in 2024

Here's a quick overview of the best data center stocks available today:

1. Equinix: The US-based, large-cap data center real estate investment trust (REIT) rents out server space and provides fast direct internet connections. It operates 260 data centers in 33 countries on five continents.
2. Prologis: The REIT specializes in leasing to logistics companies. It plans to spend more than $25 billion to branch out into building and leasing data centers. It owns 5,613 buildings covering 1.2 billion square feet.
3. Vertiv: The US company provides power, cooling and IT infrastructure and services to data centers. It sells equipment such as embedded computing systems, static transfer switches and data center racks.
4. Eaton Corporation: The Irish company provides power management, electrical components and systems to data centers, as well as to utility, machine building, aerospace, and mobility markets.
5. Digital Realty Trust: The real estate investment trust (REIT) has a big footprint globally, with 300 data centers across 25 countries. It offers data center and colocation services.
6. Oracle Corporation: Its products and platforms are helping drive demand for more data center space. In addition, Oracle said it plans to spend around $10 billion in 2025 on data center expansion.
7. Iron Mountain: The US large-cap REIT specializes in leasing out data center space and secure storage. It owns 21 data centers in North America, Europe and Asia. It serves 225,000 customers.
8. Arista Networks: It delivers cloud-to-cloud networking for large data centers, campus and routing environments, and has more than 8,000 cloud customers worldwide. Its revenue has grown for 15 quarters.
9. American Tower: The REIT, known for owning and leasing cell and communications towers, has expanded into data centers and cloud computing over the past four years after buying CoreSite.
10. Snowflake: The company is a cloud-based data platform that uses the infrastructure of large cloud providers to run its services. Its platform allows companies to securely share data among users.

https://www.cnbc.com/2024/05/21/cramer-looks-at-why-enterprise-and-data-tech-companies-are-winning.html

Cramer looks at why enterprise and data tech companies are winning: 'Follow the money'

· As consumers tighten spending, CNBC's Jim Cramer told investors to focus on companies that deal with data and have primarily enterprise customers.

· "Right now, you have to follow the money, and it's currently flowing to businesses that cater to other businesses and the ones that need to interrogate the data," he said. "The rest? Not much there."

· Cramer said the biggest names in tech are part of this data surge, including Amazon, Alphabet, Microsoft, Meta and Apple.

https://www.fool.com/investing/2024/05/20/forget-nvidia-jim-cramer-says-this-company-could-b/

Forget Nvidia: Jim Cramer Says This Company Could Be About to Cash In on Artificial Intelligence (AI) Data Centers

By Adam Spatacco – May 20, 2024 at 8:21AM

KEY POINTS

· Data center services are dominated by tech giants including Nvidia, Advanced Micro Devices, and Vertiv.

· Energy companies are a tangential beneficiary of the rising demand in data centers.

· Constellation Energy represents a compelling opportunity, given the company's capabilities with nuclear power and its relationships with big tech.

Stock – CEG / Constellation Energy – deals in natural Gas and Nuclear Energy

Utility Stocks of note for Energy:

EQT Corp., Southern Co, PNW Pinnacle West Cap, WEC Energy, Bloom Energy

Clean Energy Stock: First Solar

Tech Stocks of note for AI & Data Centers:

Google, Amazon, Nvida, Oracle, Microsoft

Tech Topic:

https://brt-show.libsyn.com/category/Tech-Startup-VC-Cybersecurity-Energy-Science

Best of Tech:

https://brt-show.libsyn.com/size/5/?search=best+of+tech

Investing Topic:

https://brt-show.libsyn.com/category/Investing-Stocks-Bonds-Retirement

'Best Of' Topic: https://brt-show.libsyn.com/category/Best+of+BRT

Thanks for Listening.

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AZ Tech Roundtable 2.0 with Matt Battaglia

The show where Entrepreneurs, Top Executives, Founders, and Investors come to share insights about the future of business.

AZ TRT 2.0 looks at the new trends in business, & how classic industries are evolving.

Common Topics Discussed: Startups, Founders, Funds & Venture Capital, Business, Entrepreneurship, Biotech, Blockchain / Crypto, Executive Comp, Investing, Stocks, Real Estate + Alternative Investments, and more…

AZ TRT Podcast Home Page: http://aztrtshow.com/

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Disclaimer: The views and opinions expressed in this program are those of the Hosts, Guests and Speakers, and do not necessarily reflect the views or positions of any entities they represent (or affiliates, members, managers, employees or partners), or any Station, Podcast Platform, Website or Social Media that this show may air on. All information provided is for educational and entertainment purposes. Nothing said on this program should be considered advice or recommendations in: business, legal, real estate, crypto, tax accounting, investment, etc. Always seek the advice of a professional in all business ventures, including but not limited to: investments, tax, loans, legal, accounting, real estate, crypto, contracts, sales, marketing, other business arrangements, etc.

How Big Tech Co's Make Money - Magnificent 7 - MSFT, FB, NVDA, Apple, Google, Amzn, Tesla

AZ TRT S05 EP19 (234) 5-12-2024

What We Learned This Week:

• Tech Stocks - 7 Big Market Cap Stocks make up 29% of S&P
• Google, Microsoft & Amazon are biggest Co's in Cloud Service
• Tesla is the biggest EV Car Co,, & Apple biggest in Smart Phones
• Nvidia is the AI Superchip tech company
• Google & Meta / FB are the biggest advertising co's in the world

Notes:

Breakdown of Revenue Sources, Market Cap / CEO / Start

Google / Alphabet – ads / search, playstore, hardware, services, YouTube premium content + TV, cloud

Microsoft – gaming, services, software, devices, cloud

Apple – devices, services, apps

Nvidia – AI Chips, Graphic Cards, & components

Tesla – EV Cars

Amazon – E Commerce, cloud, services

Meta / Facebook – ads, devices

Big drops in two of the Magnificent Seven stocks haven't dented the group's influence on the S&P 500. In fact, the trendy stocks dominate now more than ever.

The seven megacap stocks — Microsoft (MSFT), Apple (AAPL), Nvidia (NVDA), Alphabet (GOOG), Amazon.com (AMZN), Meta (META) and Tesla (TSLA) — account for 29.7% of the S&P 500 as of April 17, says Datatrek Research. That's up from the group's 27.9% weight in the S&P 500 in 2023.

Seeing the group's hold over the world's most popular index grow this year might surprise you. Shares of Tesla are down 37.4%.

"Despite all the buzz around the death of the 'Magnificent 7,' U.S. big tech is actually a more dominant force in American stock markets than at the end of 2023," said Nicholas Colas of Datatrek in a report.

Source:4/2024 - https://www.investors.com/etfs-and-funds/sectors/sp500-magnificent-7-stocks-dominate-even-more-now/

Google

CEO Sundar Pinchai

c 1998 Sergey Brin and Larry Page

Mkt Cap $2.1 Tr

Source: https://www.oberlo.com/statistics/how-does-google-make-money

Google / Alphabet – ads / search 56% of rev at $175 bil in 2023, playstore, hardware, services, YouTube premium content + TV, cloud 11% of rev at $31 bil

Google revenue breakdown: top Google revenue sources in 2023

• Ads

· Ads (Google Search & other properties): $175.03 billion (56.9%)

· YouTube ads: $31.51 billion (10.3%)

· Google Network ads: $31.31 billion (10.2%)

• Google subscriptions, platforms, and devices: $34.69 billion (11.3%)
• Google Cloud: $33.09 billion (10.8%)
• Other bets: $1.53 billion (0.5%)
• Hedging gains: $236 million (0.1%)

Source: https://www.investopedia.com/articles/investing/020515/business-google.asp

KEY TAKEAWAYS

• Alphabet is a collection of different companies, including the popular search engine Google.
• The company leverages its search, web browsing, mobile operating systems, and cloud computing to make money through the sale of advertising and various service fees.
• Advertising generates the majority of revenue, but Google Cloud revenues are growing rapidly.
• The company has three reportable segments: Google Services, Google Cloud, and Other Bets.
• Google Services is the most profitable while Google Cloud and Other Bets often post operating losses.

Microsoft CEO Satya Nadella.

C 1975 Bill Gates / Paul Allen

Mkt Cap 3.1 tr

KEY TAKEAWAYS

• Microsoft sells computing devices, cloud systems and services, software, and other products to consumers and businesses.
• The company's Intelligent Cloud segment is the largest source of profit, as well as the fastest-growing.
• Microsoft is focused on delivering AI solutions to customers in a broad swath of industries.
• Some of its many competitors include Apple, Amazon, Meta, Alphabet, Oracle, and IBM.
• Microsoft's current CEO is Satya Nadella.

Source: https://www.investopedia.com/how-microsoft-makes-money-4798809

Source: https://techbehemoths.com/blog/how-microsoft-makes-billions

First thing's first and just before we dive into the financial story, we should identify the major sources of revenue Microsoft has:

· Cloud computing - The entire business suite of Microsoft is focused on cloud services. Microsoft Azure for example is the leading direction in the company's cloud services. But, things are more complicated

· Windows OS - from Windows 95 till 10th version is only 15 years. And in May 2021 with the 21H1 update rumors are saying that the next thing that will happen in Autumn 2021 is the release of Windows 11. It was and continues to be one of the largest sources of revenue for Microsoft.

· Microsoft Teams - An alternative to Slack, some would say, but Microsoft is putting more than just a comfortable chat for users. It is designed to become a digital environment for companies and employees of any company in the world.

· Xbox - the gaming industry is growing, and Microsoft couldn't stay apart from this topic. Sony needed competition and Xbox is the best possible alternative to it at the moment

· LinkedIn - Since 2016 when Microsoft acquired LinkedIn, the professional social network continued to grow and became a unique and indispensable tool for HR professionals all over the world.

· Minecraft - as if Xbox was not enough, Microsoft dive into the gaming industry even more with Minecraft.

So, there is a good portfolio for Microsoft which in its turn provides a series of exclusive services, or competitive

Microsoft Azure is a top cloud service provider competing with Google Cloud and AWS from Amazon.

Revenue of Microsoft broken down by segment 2012-2023

Published by

Lionel Sujay Vailshery,

Mar 27, 2024

In its 2023 financial year, Microsoft generated 69 billion U.S. dollars from its productivity and business processes segment and a further 88 billion through its intelligent cloud segment. Thanks in part to the rapid growth in these two areas, 2023 proved to be the company's most successful year ever in terms of annual revenue, with the total figure reaching over 211 billion dollars.

Source: https://www.visualcapitalist.com/microsofts-revenue-by-product-line/

Microsoft's Most Lucrative Business Segments

In 2023, Microsoft revenues soared to a record $211 billion as demand for AI services accelerated.

As one of the world's largest companies by market cap, Microsoft reached a $2.8 trillion valuation as investors flocked to big tech and AI-related stocks last year. Amid strong growth, here's how much revenue was generated from Microsoft's product lines in 2023:

Product LIne

FY2023 Revenue

Share of Revenue

Cloud Computing Services

$80B

38%

Cloud Office Suite Software

$49B

23%

Operating Systems

$22B

10%

Gaming Consoles

$15B

7%

Employment Listing Platform

$15B

7%

AI-Enabled Search Engine

$12B

6%

Other

$19B

9%

Total Revenue

$211B

100%

Source: https://blogs.microsoft.com/blog/2023/01/23/microsoftandopenaiextendpartnership/

Microsoft and OpenAI

This agreement follows our previous investments in 2019 and 2021. It extends our ongoing collaboration across AI supercomputing and research and enables each of us to independently commercialize the resulting advanced AI technologies.

· Supercomputing at scale – Microsoft will increase our investments in the development and deployment of specialized supercomputing systems to accelerate OpenAI's groundbreaking independent AI research. We will also continue to build out Azure's leading AI infrastructure to help customers build and deploy their AI applications on a global scale.

· New AI-powered experiences – Microsoft will deploy OpenAI's models across our consumer and enterprise products and introduce new categories of digital experiences built on OpenAI's technology. This includes Microsoft's Azure OpenAI Service, which empowers developers to build cutting-edge AI applications through direct access to OpenAI models backed by Azure's trusted, enterprise-grade capabilities and AI-optimized infrastructure and tools.

· Exclusive cloud provider – As OpenAI's exclusive cloud provider, Azure will power all OpenAI workloads across research, products and API services.

Meta / FB - Mark Zuckerburg + others c 2/2004

Mkt Cap 1.2 tr

Source: https://www.investopedia.com/ask/answers/120114/how-does-facebook-fb-make-money.asp

KEY TAKEAWAYS

• Meta Platforms sells ads on social media websites and mobile applications and also sells augmented- and virtual-reality products and services.
• Advertising sales are the primary source of Meta's revenue.
• Facebook reported in 2021 that it lost daily active users for the first time in its history.
• Reality Labs is Meta's augmented and virtual reality technologies segment, which features and sells products such as the Oculus VR headset.
• Meta discloses data about the diversity and inclusion of its general management and employees.

Instagram, Messenger, WhatsApp

In 2023, the revenue general by Meta Platforms (formerly known as Facebook Inc.) amounted to roughly 134 billion US dollars, up from around 116 billion U.S. dollars in the previous fiscal year. In 2022, Meta's revenue stood at 117.9 billion USD.

Meta Revenue Breakdown

2022

%

Advertising

$113.64B

97.5%

Other revenue (payments and fees)

$809MM

0.7%

Reality Labs (primarily sales of Oculus, now called Meta Quest)

$2.16B

1.9%

Total

$116.6B

Apple c 1976 Steve Jobs and Steve Woz

CEO Tim Cook

Mkt Cap 2.9 tr

Source: https://www.tutor2u.net/economics/reference/why-is-apple-so-profitable#:~: .

Diversified revenue streams: Apple generates revenue from a variety of different sources, including iPhone sales, iPad sales, Mac sales, as well as services like the App Store, Apple Music, and iCloud. This diversification helps to minimise risk and ensure a steady stream of income for the company.

Source: https://www.investopedia.com/how-apple-makes-money-4798689

KEY TAKEAWAYS

• Apple sells smartphones, personal computers, tablets, wearables and accessories, as well as a variety of services.
• iPhones are Apple's biggest source of revenue by product.
• Apple's services business generates the highest gross margins compared to its products business.
• Apple faces antitrust challenges regarding its App Store and ongoing unionization attempts by its retail workers.

Apple Revenue

iPhone

Accessories

Mac

iPad

iPod

Services

2023

$200.6B

$39.8B

$29.3B

$28.3B

-

$85.2B

Total 2023 Rev - $382 B

Nvidia c 1997

CEO Jenson Huang – Hong

Mkt Cap 2.3 Tr

Source: https://www.investopedia.com/how-nvidia-makes-money-4799532

KEY TAKEAWAYS

• Compute and Networking, which includes artificial intelligence (AI), is Nvidia's biggest revenue generator.
• The graphics business segment is Nvidia's second largest revenue generator.
• Nvidia (NVDA) introduced graphics processing units, known as GPUs, a key component of PC architecture and large-scale applications.
• It designs and sells GPUs for gaming, cryptocurrency mining, and professional applications.
• It also sells chip systems for use in vehicles, robotics, and more.

Revenue $26 bil in 2023, and $60 bil in 2024 so far

Graphics and computers / networking – gaming, data centers

Nvidia partners with all – Google, FB, Amazon, Dell, Tesla, OpenAI, Oracle

Source: https://nvidianews.nvidia.com/news/nvidia-blackwell-platform-arrives-to-power-a-new-era-of-computing#:~: .

NVIDIA Blackwell Platform Arrives to Power a New Era of Computing

March 18, 2024

Blackwell Innovations to Fuel Accelerated Computing and Generative AI Blackwell's six revolutionary technologies, which together enable AI training and real-time LLM inference for models scaling up to 10 trillion parameters, include:

1. World's Most Powerful Chip — Packed with 208 billion transistors, Blackwell-architecture GPUs are manufactured using a custom-built 4NP TSMC process with two-reticle limit GPU dies connected by 10 TB/second chip-to-chip link into a single, unified GPU.
2. Second-Generation Transformer Engine — Fueled by new micro-tensor scaling support and NVIDIA's advanced dynamic range management algorithms integrated into NVIDIA TensorRT™-LLM and NeMo Megatron frameworks, Blackwell will support double the compute and model sizes with new 4-bit floating point AI inference capabilities.
3. Fifth-Generation NVLink — To accelerate performance for multitrillion-parameter and mixture-of-experts AI models, the latest iteration of NVIDIA NVLink® delivers groundbreaking 1.8TB/s bidirectional throughput per GPU, ensuring seamless high-speed communication among up to 576 GPUs for the most complex LLMs.
4. RAS Engine — Blackwell-powered GPUs include a dedicated engine for reliability, availability and serviceability. Additionally, the Blackwell architecture adds capabilities at the chip level to utilize AI-based preventative maintenance to run diagnostics and forecast reliability issues. This maximizes system uptime and improves resiliency for massive-scale AI deployments to run uninterrupted for weeks or even months at a time and to reduce operating costs.
5. Secure AI — Advanced confidential computing capabilities protect AI models and customer data without compromising performance, with support for new native interface encryption protocols, which are critical for privacy-sensitive industries like healthcare and financial services.
6. Decompression Engine — A dedicated decompression engine supports the latest formats, accelerating database queries to deliver the highest performance in data analytics and data science. In the coming years, data processing, on which companies spend tens of billions of dollars annually, will be increasingly GPU-accelerated.

A Massive Superchip The NVIDIA GB200 Grace Blackwell Superchip connects two NVIDIA B200 Tensor Core GPUs to the NVIDIA Grace CPU over a 900GB/s ultra-low-power NVLink chip-to-chip interconnect.

For the highest AI performance, GB200-powered systems can be connected with the NVIDIA Quantum-X800 InfiniBand and Spectrum™-X800 Ethernet platforms, also announced today, which deliver advanced networking at speeds up to 800Gb/s.

The GB200 is a key component of the NVIDIA GB200 NVL72, a multi-node, liquid-cooled, rack-scale system for the most compute-intensive workloads. It combines 36 Grace Blackwell Superchips, which include 72 Blackwell GPUs and 36 Grace CPUs interconnected by fifth-generation NVLink.

Tesla c 7/2003

CEO Elon Musk

Mkt Cap 567 bil

Source: https://fourweekmba.com/tesla-revenue-breakdown/

Revenue Breakdown

2023

Contribution

Automotive Sales

$78.5B

81%

Regulatory Credits

$1.79B

1.85%

Leasing

$2.12B

2.19%

Services

$8.32B

8.6%

Energy generation and storage

$6.03B

6.24%

Total

$96.77B

Source: https://www.investopedia.com/tesla-s-largest-revenue-source-is-automotive-sales

KEY TAKEAWAYS

• Tesla makes, sells, and services all-electric vehicles in the U.S., Europe, and China. It also sells energy generation products.
• The company gets the vast majority of its revenue and all of its profits from automotive sales.
• Tesla is experiencing rapid growth in China.
• Tesla is facing investigations from regulators in different countries concerning safety-related issues with the electric automaker's vehicles.
• The company was recently sued by a California regulatory agency on allegations of racial discrimination and harassment at its factory in Fremont, CA.

Amazon c 1994 by Jeff Bezos

CEO Andy Jassy

Mkt Cap 1.9 tr

Amazon Revenue Breakdown - $575 B in 2023

Online stores $231.87B Physical stores $20.03B

Third-party seller services $140.05B Subscription services $40.21B

AWS $90.76B Advertising $46.9B Other2023 $4.96B

Source: https://www.investopedia.com/how-amazon-makes-money-4587523

KEY TAKEAWAYS

• Amazon makes money through its retail, subscriptions, and web services, among other channels.
• Retail remains Amazon's primary source of revenue, with online and physical stores together accounting for the biggest share.
• Amazon Web Services (AWS) currently generates the majority of Amazon's operating profits and is growing at a robust pace.

AWS

Amazon Web Services offers a broad set of global cloud-based products including compute, storage, databases, analytics, networking, mobile, developer tools, management tools, IoT, security, and enterprise applications: on-demand, available in seconds, with pay-as-you-go pricing.

Tech Topic:

https://brt-show.libsyn.com/category/Tech-Startup-VC-Cybersecurity-Energy-Science

Best of Tech:

https://brt-show.libsyn.com/size/5/?search=best+of+tech

Investing Topic:

https://brt-show.libsyn.com/category/Investing-Stocks-Bonds-Retirement

'Best Of' Topic: https://brt-show.libsyn.com/category/Best+of+BRT

Thanks for Listening.

Please Subscribe to the BRT Podcast.

AZ Tech Roundtable 2.0 with Matt Battaglia

The show where Entrepreneurs, Top Executives, Founders, and Investors come to share insights about the future of business.

AZ TRT 2.0 looks at the new trends in business, & how classic industries are evolving.

Common Topics Discussed: Startups, Founders, Funds & Venture Capital, Business, Entrepreneurship, Biotech, Blockchain / Crypto, Executive Comp, Investing, Stocks, Real Estate + Alternative Investments, and more…

AZ TRT Podcast Home Page: http://aztrtshow.com/

'Best Of' AZ TRT Podcast: Click Here

Podcast on Google: Click Here

Podcast on Spotify: Click Here

More Info: https://www.economicknight.com/azpodcast/

KFNX Info: https://1100kfnx.com/weekend-featured-shows/

Disclaimer: The views and opinions expressed in this program are those of the Hosts, Guests and Speakers, and do not necessarily reflect the views or positions of any entities they represent (or affiliates, members, managers, employees or partners), or any Station, Podcast Platform, Website or Social Media that this show may air on. All information provided is for educational and entertainment purposes. Nothing said on this program should be considered advice or recommendations in: business, legal, real estate, crypto, tax accounting, investment, etc. Always seek the advice of a professional in all business ventures, including but not limited to: investments, tax, loans, legal, accounting, real estate, crypto, contracts, sales, marketing, other business arrangements, etc.

History of Gaming Consoles

From Atari to Nintendo to Playstation

- AZ TRT S05 EP18 (233) 5-5-2024

What We Learned This Week:

• Odyssey by Magnavox, first home gaming system
• Atari created both Home Pong & then Atari 2600
• Nintendo Game Systems - NES, Wii, Switch + Super Mario Bros & Legend of Zelda games
• Sega Genesis & Sonic game, Sony Playstation, Microsoft Xbox

Guest: Ben B

Notes:

Main Consoles – Name, Distributer, release Year & some sales #'s

1st Gen

Odyssey from Magnavox 1972

Homepong from Atari 1975

Atari 2600 1977

2nd Gen

Intellivision 1980

Colecovision 1980

Atari 5200

*Crash of 1983

3rd Gen

Famicon – Nintendo in Japan 1983

NES Nintendo 1985 61 mil

Sega master System 1986

Atari 7800

4th Gen

Gameboy Nintendo 1989 115 mil

Sega Genesis 1989 35 mil

Atari Lynx

Super famicon 1990

Super Nintendo 1991

5th Gen

Sony Playstation - 1994 100 mil

PS 2 2000 158 mil

6th Gen

Nintendo 64 1996

Sega Dreamcast

Microsoft Xbox 2001

Gameboy Advance 2001

Ganecube 2001

7th Gen

Playstation Portable PSP 2004

Nintendo DS

Nintendo Wii 2006 100 mil +

Xbox 360 2005 80 mil

PS 3 2006 80 mil

8th Gen

RDS 2011

PS 4 2013

Xbox 2013

9th Gen

Nintendo Switch 2017

Microsoft Xbox X & S 2020

Sony Playstation 5 2020

Failures –

Comodore CDTV 25k

Atari Jaguar 100k

Nintendo Virtual Boy 1995 770k

Sega Saturn 1999 9 mil ?

Wii U 2012 13 mil

More Info:

https://en.wikipedia.org/wiki/Magnavox_Odyssey

https://en.wikipedia.org/wiki/Nintendo_Entertainment_System

https://en.wikipedia.org/wiki/Atari_2600

Sources:

The Game Console 2.0: A Photographic History from Atari to Xbox by Evan Amos

https://www.amazon.com/Game-Console-2-0-Photographic-History/

https://nostarch.com/game-console-20

Revised and updated since the first edition's celebrated 2018 release, The Game Console 2.0 is an even bigger archival collection of vividly detailed photos of more than 100 video-game consoles. This ultimate archive of gaming history spans five decades and nine distinct generations, chronologically covering everything from market leaders to outright failures, and tracing the gaming industry's rise, fall, and monumental resurgence.

The book's 2nd edition features more classic game consoles and computers, a section on retro gaming in the modern era, and dozens of new entries — including super-rare finds, such the Unisonic Champion 2711, and the latest ninth-generation consoles. You'll find coverage of legendary systems like the Magnavox Odyssey, Atari 2600, NES, and the Commodore 64; systems from the '90s and 2000s; modern consoles like the Nintendo Switch, Xbox Series X|S, and PlayStation 5; and consoles you never knew existed.

Get a unique peek at the hardware powering the world's most iconic video-game systems with The Game Console 2.0 — the perfect gift for geeks of all stripes and every gamer's must-have coffee-table book.

Author Bio

Evan Amos is a video game photographer and historian, whose contributions to the public domain comprise the ultimate visual reference for every generation of consoles. His work has appeared in hundreds of articles, YouTube videos, and popular media outlets like Kotaku. He is also the creator and curator of the Vanamo Online Game Museum, home to the most accessible, widely used digital preservation archive in the video game realm.

Toys That Built America

https://www.history.com/shows/the-toys-that-built-america

How Super Mario Helped Nintendo Conquer the Video Game World

Originally a second banana character in 'Donkey Kong' in 1981, Mario went on to conquer the video game world.

https://www.history.com/news/super-mario-history-nintendo-donkey-kong-facts

excerpt:

"Donkey Kong" was a huge success, but the company did not take their hands off the joystick and celebrate their win. They quickly developed and released a sequel named "Donkey Kong Jr.," which featured the son of Donkey Kong attempting to rescue his father from the evil clutches of the character formerly known as Jumpman, but now named Mario. Despite Mario being the "bad guy" (for the first and only time in his career), the game was another huge success for Nintendo.

In 1983, Mario finally got a chance to be the star, when he and his brother Luigi (now billed as plumbers from New York) were tasked with defeating numerous creatures attempting to rise from the sewers of their beloved city in the successful arcade game "Mario Bros."

On July 15, 1983, Nintendo (and Mario) leaped out of the arcade and into millions of living rooms for the first time, with the release of the home console Family Computer (Famicom for short) in Japan. Sales soared domestically, and after a year of market testing in select U.S. locations, the Nintendo Entertainment System—renamed and redesigned for the American market—was released nationwide in September of 1986. The system launched with 17 available games, including a new game featuring everyone's favorite plumber: "Super Mario Bros."

By 1988, Nintendo had a stranglehold on the American console market, and thanks to the automatic inclusion of "Super Mario Bros" with later versions of the NES, the connection between character and company was reinforced.

More:

5 of the Most Influential Early Video Games

'Pong,' 'Space Invaders' and 'Pac-Man' helped spawn a juggernaut industry.

https://www.history.com/news/top-early-home-video-games-pong-pacman

excerpt:

"Pong" may not have been the first home video game, but it was the first major video game hit—one that launched the Atari home console dynasty and, arguably, an entire industry. Atari founder and "Pong" creator Nolan Bushnell and his partner Ted Dabney had had a surprise juggernaut in 1972 with the arcade version of the game, which had improved on the basic "Table Tennis" concept by adding sound, scoring and spin. Magnavox sued for copyright infringement; Atari settled by paying an exclusive licensing fee. They then adapted it for home play.

First sold exclusively in Sears as a limited edition Sears-branded console, Atari's home "Pong" became one of the retail giant's best-selling items of the 1975 holiday season. Atari soon released its own branded version of "Pong," helping to popularize its 2600 gaming console (launched in 1977), which became the most popular home game machine of its era, selling some 30 million units before being discontinued in 1992. Bushnell sold Atari to Warner Communications for $28 million and went on to found more than 20 companies, including Chuck E. Cheese.

Tech Topic:

https://brt-show.libsyn.com/category/Tech-Startup-VC-Cybersecurity-Energy-Science

Best of Tech:

https://brt-show.libsyn.com/size/5/?search=best+of+tech

Investing Topic:

https://brt-show.libsyn.com/category/Investing-Stocks-Bonds-Retirement

'Best Of' Topic: https://brt-show.libsyn.com/category/Best+of+BRT

Thanks for Listening.

Please Subscribe to the BRT Podcast.

AZ Tech Roundtable 2.0 with Matt Battaglia

The show where Entrepreneurs, Top Executives, Founders, and Investors come to share insights about the future of business.

AZ TRT 2.0 looks at the new trends in business, & how classic industries are evolving.

Common Topics Discussed: Startups, Founders, Funds & Venture Capital, Business, Entrepreneurship, Biotech, Blockchain / Crypto, Executive Comp, Investing, Stocks, Real Estate + Alternative Investments, and more…

AZ TRT Podcast Home Page: http://aztrtshow.com/

'Best Of' AZ TRT Podcast: Click Here

Podcast on Google: Click Here

Podcast on Spotify: Click Here

More Info: https://www.economicknight.com/azpodcast/

KFNX Info: https://1100kfnx.com/weekend-featured-shows/

Disclaimer: The views and opinions expressed in this program are those of the Hosts, Guests and Speakers, and do not necessarily reflect the views or positions of any entities they represent (or affiliates, members, managers, employees or partners), or any Station, Podcast Platform, Website or Social Media that this show may air on. All information provided is for educational and entertainment purposes. Nothing said on this program should be considered advice or recommendations in: business, legal, real estate, crypto, tax accounting, investment, etc. Always seek the advice of a professional in all business ventures, including but not limited to: investments, tax, loans, legal, accounting, real estate, crypto, contracts, sales, marketing, other business arrangements, etc.

Tech Stocks - How to Search + Market Sector + Compare Data

AZ TRT S05 EP17 (232) 4-28-2024

What We Learned This Week:

• Tech Stocks - Netflix, Microsoft, Google, FB, Tesla, Apple ...
• Market Sector, Leader vs Laggard, Cousin Theory
• How to Find Stocks - Search for comparative stocks
• Financials & Technical Analysis + Benchmarks

Notes:

Market Sector – Rank the sectors, what sectors have the best stocks in the NASDAQ currently

Ex - Tech, Energy (oil), Consumer, Real Estate, Financials (banks)

Sectors have subsectors – Tech has information technology

Bloomberg or IBD will list the top sectors, top stocks, stocks with best earnings, biggest movers in price, 52 week highs

Search for Market Sector with the highest Relative Strength (RSI) – stocks in that sector outperforming the index

Outperformance vs a benchmark index like the NASDAQ

Sample:

https://money.usnews.com/investing/articles/best-tech-stocks-to-buy-this-year

Inflation and elevated interest rates remain headwinds for tech earnings in the near term, however, making stock selection critical. Here are 10 of the best tech stocks to buy today, according to CFRA analysts:

STOCK

IMPLIED UPSIDE OVER APRIL 5 CLOSING PRICE

Microsoft Corp. (MSFT)

6.9%

Apple Inc. (AAPL)

23.8%

Nvidia Corp. (NVDA)

13.6%

Broadcom Inc. (AVGO)

19.5%

Salesforce Inc. (CRM)

9.3%

Advanced Micro Devices Inc. (AMD)

17.4%

Adobe Inc. (ADBE)

29.9%

Accenture PLC (ACN)

16.2%

Intuit Inc. (INTU)

12.5%

International Business Machines Corp. (IBM)

14.2%

Cousin Strategy – stocks related to a leading stock, could be the supplier

Leader vs Laggard – what is the top stock in the top sector, vs the worst stock in the best sector

Leaders have strong fundamentals & growth

Laggards are stagnant, price is not moving or going down

Factors of Leaders: 1. Explosive Growth, 2. Brand Recognition, 3. Innovation – new products, 4. Financial Efficiency – ROE, & 5. Price – Price Action going up

Search for best stocks in best sectors

See what search shows, related news stories about stocks in same sector

Comparison Stocks – stocks in the same sector or industry, competitors sometimes

You are looking for a few stocks to be doing well in a sector, as a really good stock can carry other similar stocks

Search for Stocks with the highest Relative Strength

Fundamental Analysis -

Tech stocks tend to have a higher P/E Ratio, you pay more for growth stocks, they are rarely cheap. Look for low debt and sales growth.

Earnings growth or innovation (new products) move a tech stock price up

You want consistent upward trending earnings, quarter over quarter of 20%, also compare to prior year to look for 20% growth year over year in same quarter

High Interest rates can hurt tech stocks, and drive down the price of stocks

Technical Analysis –

Look for a sloping up trend on a chart, 45% angle, vs hyper unsustainable growth of a straight up 90% angle.

Stocks need time to bake and can consolidate for months in a range of $150 - $170 before breaking out to $250 over next few months.

Tech Topic:

https://brt-show.libsyn.com/category/Tech-Startup-VC-Cybersecurity-Energy-Science

Best of Tech:

https://brt-show.libsyn.com/size/5/?search=best+of+tech

Investing Topic:

https://brt-show.libsyn.com/category/Investing-Stocks-Bonds-Retirement

'Best Of' Topic: https://brt-show.libsyn.com/category/Best+of+BRT

Thanks for Listening.

Please Subscribe to the BRT Podcast.

AZ Tech Roundtable 2.0 with Matt Battaglia

The show where Entrepreneurs, Top Executives, Founders, and Investors come to share insights about the future of business.

AZ TRT 2.0 looks at the new trends in business, & how classic industries are evolving.

Common Topics Discussed: Startups, Founders, Funds & Venture Capital, Business, Entrepreneurship, Biotech, Blockchain / Crypto, Executive Comp, Investing, Stocks, Real Estate + Alternative Investments, and more…

AZ TRT Podcast Home Page: http://aztrtshow.com/

'Best Of' AZ TRT Podcast: Click Here

Podcast on Google: Click Here

Podcast on Spotify: Click Here

More Info: https://www.economicknight.com/azpodcast/

KFNX Info: https://1100kfnx.com/weekend-featured-shows/

Disclaimer: The views and opinions expressed in this program are those of the Hosts, Guests and Speakers, and do not necessarily reflect the views or positions of any entities they represent (or affiliates, members, managers, employees or partners), or any Station, Podcast Platform, Website or Social Media that this show may air on. All information provided is for educational and entertainment purposes. Nothing said on this program should be considered advice or recommendations in: business, legal, real estate, crypto, tax accounting, investment, etc. Always seek the advice of a professional in all business ventures, including but not limited to: investments, tax, loans, legal, accounting, real estate, crypto, contracts, sales, marketing, other business arrangements, etc.

ARK Invest Big Ideas 2024 Report -

AI, Robotics, Sequencing, Energy & Blockchain

AZ TRT S05 EP16 (231) 4-21-2024

What We Learned This Week:

• ARK Invest Big Ideas Report 2024 by Cathie Wood & Team
• Topics: AI, Robotics, Sequencing, Energy, & Blockchain
• Impact on technology, economy, & people's lives
• Disruptive Innovation will be the driving force in society

Topics: AI, Robotics, Sequencing, Energy, & Blockchain

From ARK Invest Website:

The Big Ideas report is a comprehensive study of disruptive technologies, with more than 160 pages of analysis. To learn more about the research, you can visit here.

https://ark-invest.com/big-ideas-2024

BIG IDEAS 2024

Technological Convergence:

Catalyzed by breakthroughs in artificial intelligence, the global equity market value associated with disruptive innovation could increase from 16% of the total[1] to more than 60% by 2030. As a result, the annualized equity return associated with disruptive innovation could exceed 40% during the next seven years, increasing its market capitalization from ~$19 trillion today to roughly $220 trillion by 2030.

60% The Global Equity Market Value Associated With Disruptive Innovation Could Increase To 60% By 2030

Artificial Intelligence: Scaling Global Intelligence And Redefining Work

The convergence of hardware and software could drive AI training costs down by 75% at an annual rate through 2030.

75% AI Training Costs Should Continue To Fall 75% Per Year

Bitcoin Allocation: Growing The Role Of Bitcoin In Investment Portfolios

During the last seven years, bitcoin's annualized return has averaged ~44%, while that of other major assets has averaged 5.7%.

44% During The Last Seven Years, Bitcoin's Annualized Return Has Averaged ~44%.

Bitcoin In 2023: Demonstrating Resilience And Recovery After Challenges In 2022

In 2023, bitcoin's price surged 155%, reaching $827 billion in market cap.

$827B Bitcoin Reached $827 Billion In Market Cap In 2023

Smart Contracts: Powering The Internet-Native Financial System

If financial assets were to migrate to blockchain infrastructure at a rate similar to the adoption of the internet, and the take rates associated with decentralized financial services were a third those of traditional financial services, smart contracts could generate annual fees of more than $450 billion.

$450B Smart Contract Networks Could Generate Fees Of $450 Billion In 2030

Digital Consumers: Transitioning Toward Digital Leisure

According to ARK's research, spending on digital leisure should take share from physical options and grow 19% at an annual rate during the next seven years, from $7 trillion in 2023 to $23 trillion in 2030.

$23T Spending On Digital Leisure Could Reach $23 Trillion In 2030

Digital Wallets: Closing The Loop With Two-Sided Networks

According to ARK's research, closed loop consumer payments, merchant banking, and employee payroll/payments will increase select vertical software platforms' revenues by 22-33% at an annual rate during the next seven years, from $7 billion in 2023 to $27-$50 billion in 2030.[2]

$27B+ Digital Wallets Could Grow Select Vertical Software Platforms' Revenues to $27-$50 Billion In 2030

Precision Therapies: Curing Disease More Efficiently And Less Expensively

Based on ARK's research, the enterprise value of companies focused on precision therapies could appreciate 28% at an annual rate during the next seven years, from ~$820 billion in 2023 to ~$4.5 trillion by 2030.

$4.5T The Enterprise Value Of Companies Focused On Precision Therapies Could Reach $4.5 Trillion By 2030

Multiomic Tools & Technology: Translating Biological Insights Into Economic Value

According to ARK's research, multiomic tools and technology could reduce research and development (R&D) spending per drug by more than 25%.

25% R&D Spending Could Decline By More Than 25% Thanks To Multiomic Tools And Technology

Electric Vehicles: Lower Battery Costs Powering EV Adoption

ARK forecasts that electric vehicle sales will scale 33% at an annual rate during the next seven years, from roughly 10 million in 2023 to 74 million in 2030.

74M EV Sales Could Reach 74 Million In 2030

Robotics: Generalizing Automation Thanks To The Convergence Of AI Software And Hardware

As hardware and software costs decline according to Wright's Law, AI should continue to improve productivity and create a new market opportunity for generalizable robotics that, at scale, exceeds $24 trillion in revenue annually.

$24T Generalizable Robotics Represent A $24+ Trillion Global Revenue Opportunity

Robotaxis: Transforming Urban Transit Safely And Affordably

According to ARK's research, robotaxi platforms could redefine personal mobility and generate $28 trillion in enterprise value during the next five to ten years.

$28T Robotaxi Platforms Could Create $28 Trillion In Enterprise Value In 2030

Autonomous Logistics: Reducing Costs And Reshaping Supply Chains

According to ARK's research, autonomous delivery revenues could scale from essentially nil today to $900 billion in 2030.

$900B Global Autonomous Delivery Revenue Could Reach $900 Billion by 2030

Reusable Rockets: Opening Outer Space For Business

According to ARK's research, satellite connectivity revenues could reach $130 billion in 2030, still just a fraction of the roughly $2 trillion in telecommunications revenue.

$130B Satellite Connectivity Revenues Could Exceed $130 Billion Per Year In 2030

3D Printing: Reshaping Manufacturing

According to ARK's research, 3D printing revenues could scale ~40% at an annual rate during the next seven years, from ~$18 billion today to ~$180 billion in 2030.

$180B 3D Printing Revenues Could Grow ~40% At An Annual Rate To $180 Billion By 2030

Article - Report Summary:

ARK Invest 2024 Big Ideas

The ARK Big Ideas 2024 report is titled 'Disrupting the Norm, Defining the Future' and it highlights 15 big ideas, which are:

1. Technological Convergence - The global equity market value associated with disruptive innovation could increase to 60% by 2030.
2. Artificial Intelligence - Scaling global intelligence and redefining work: AI training costs should continue to fall 75% per year.
3. Smart Contracts - Powering the internet-native financial system, smart contract networks could generate fees of $450bn in 2030.
4. Digital Wallets - Digital wallets could grow select vertical software platforms' revenues to $27-$50bn in 2030.
5. Robotics - Generalizing automation, thanks to the convergence of AI software and hardware. Generalizable robotics represent a $24 trillion-plus global revenue opportunity.
6. Digital Consumers - Transitioning toward digital leisure, where spending could teach $23 trillion in 2030.
7. Electric Vehicles - Lower battery costs powering adoption mean EV sales could reach 74 million in 2030.
8. Robotaxis - Robotaxi platforms could create $28 trillion in enterprise value in 2030.
9. Multiomic Tools & Technology - Translating biological insights into economic value: R&D spending could decline by more than 25%, thanks to multiomic tools and technology.
10. Reusable Rockets - Satellite connectivity revenues could exceed $130bn per year in 2030.
11. Autonomous Logistics - Global autonomous delivery revenue could reach $900bn by 2030.
12. Bitcoin Allocation - Growing the role of bitcoin in investment portfolios. During the last seven years, bitcoin's annualized return has averaged around 44%.
13. Bitcoin in 2023 - After challenges in 2022, bitcoin's price surged 155% last year, reaching $827 billion in market cap.
14. Precision Therapies - Curing disease more efficiently and less expensively. The enterprise value of companies focused on precision therapies could reach $4.5 trillion by 2030.
15. 3D Printing - Revenues could grow 40% at an annual rate to $180bn by 2030.

Summary Source:

https://www.zdnet.com/article/15-big-ideas-that-will-revolutionize-industries-and-economies-led-by-ai/

15 big ideas that will revolutionize industries and economies, led by AI

These innovations will change business during the next decade and beyond, according to ARK Invest, and AI will play a significant role.

Written by Vala Afshar, Contributing Writer 2/2024

Alternate Summary Article:

https://www.cmcmarkets.com/en/opto/ark-invests-big-ideas-for-2024-key-takeaways

Digest:

ARK Invest's Big Ideas for 2024 - Key Takeaways

By OPTO 23 Feb 2024

ARK Invest Performance – past ARK v NASDAQ

https://finance.yahoo.com/quote/ARKK/performance/

2023 67.64% 21.37%

2022 -66.97% -27.79%

2021 -23.38% 13.05%

2020 152.82% 39.26%

2019 35.58% 32.52%

Tech Topic:

https://brt-show.libsyn.com/category/Tech-Startup-VC-Cybersecurity-Energy-Science

Best of Tech:

https://brt-show.libsyn.com/size/5/?search=best+of+tech

Investing Topic:

https://brt-show.libsyn.com/category/Investing-Stocks-Bonds-Retirement

'Best Of' Topic: https://brt-show.libsyn.com/category/Best+of+BRT

Thanks for Listening.

Please Subscribe to the BRT Podcast.

AZ Tech Roundtable 2.0 with Matt Battaglia

The show where Entrepreneurs, Top Executives, Founders, and Investors come to share insights about the future of business.

AZ TRT 2.0 looks at the new trends in business, & how classic industries are evolving.

Common Topics Discussed: Startups, Founders, Funds & Venture Capital, Business, Entrepreneurship, Biotech, Blockchain / Crypto, Executive Comp, Investing, Stocks, Real Estate + Alternative Investments, and more…

AZ TRT Podcast Home Page: http://aztrtshow.com/

'Best Of' AZ TRT Podcast: Click Here

Podcast on Google: Click Here

Podcast on Spotify: Click Here

More Info: https://www.economicknight.com/azpodcast/

KFNX Info: https://1100kfnx.com/weekend-featured-shows/

Disclaimer: The views and opinions expressed in this program are those of the Hosts, Guests and Speakers, and do not necessarily reflect the views or positions of any entities they represent (or affiliates, members, managers, employees or partners), or any Station, Podcast Platform, Website or Social Media that this show may air on. All information provided is for educational and entertainment purposes. Nothing said on this program should be considered advice or recommendations in: business, legal, real estate, crypto, tax accounting, investment, etc. Always seek the advice of a professional in all business ventures, including but not limited to: investments, tax, loans, legal, accounting, real estate, crypto, contracts, sales, marketing, other business arrangements, etc.

Best of Clean Energy, EVs & Battery Power

AZ TRT S05 EP15 (230) 4-14-2024

What We Learned This Week

• Steve Zylstra of AZ Tech Council on Clean Energy
• Daniel Tonkopiy of Delfast Bikes on EV bikes
• Praveen of Monarch Tractor on AI, EVs & Farming
• Mark Hanchett of Atliss Motors on EV Trucks & Batteries
• Clean Energy - many Tech Co's working on zero emission plan
• Delfast E Bikes – smart bike, connects to E Bike, range of 220 miles on 1 charge, & speed of 50 mph, can drive on all different terrain
• Monarch Tractor is AgTech working towards a future with Clean Farming
• Atlis Motors is an Energy Company - Apple of energy – vehicle is their 'I-Pod'
• Revolutionizing the Electric Battery - Lithium, cobalt, copper w/ a Lifespan – 1 million miles or 10 years +

Seg 1

Clip from 10/30/2022 – w/ Steve Zylstra, President / CEO AZ Tech Council

Replay Seg. 4 – on Clean Energy and tech

FULL SHOW: HERE

Guest: Steve Zylstra, President / CEO AZ Tech Council

https://www.aztechcouncil.org/

https://www.aztechcouncil.org/kfnx_july2021/

Steve Zylstra of AZ Tech Council joins BRT to talk all things technology in the Valley. The Arizona Technology Council is one of the largest technology-driven trade associations in North America, with over 850 members and growing, the only organization specifically serving technology companies statewide. They protect innovators and truly believe that technology moves all of us forward; and are dedicated to the future of Arizona.

Steve Zylstra advocates for AZ tech, as well as his recurring writing about the industry. Steve, and the Council are a major source for updates on technology, business growth, and what legislation is being drafted.

Seg 2

Clip from 9/18/2022 – w/ Daniel Tonkopiy, CEO, Delfast Bikes

Replay Seg. 4 – on VC Funding and competition

FULL SHOW: HERE

Guest: Daniel Tonkopiy, CEO, Founder, Chairman Delfast Bikes

https://us.delfastbikes.com/

Daniel Tonkopiy is founder and chief executive officer of Delfast, Inc. Daniel is a serial entrepreneur with more than 20 years of successful business experience. His previous entrepreneurial endeavors include best.ua, a Ukrainian business reviews service; X-Rift, an augmented reality mobile game; and Million Dollar Startup, a Kyiv-based startup school.

In 2014, Daniel set out to transform the future of transportation and combat climate change with Delfast's innovative E-bikes. He has since grown the company into a disruptive global e-bike leader that holds a Guinness World Record for greatest distance (228 miles) traveled on a single charge. In addition to Delfast, Daniel also serves as a business and entrepreneurial mentor for MiniBoss School, Startup Ukraine, and the Central Asia FLEX business program. He is an author, a former radio host, and is a dynamic and sought-after speaker inspiring entrepreneurs and sustainability enthusiasts globally at more than 50 conferences to date. Daniel holds a Bachelor's degree in International Economic Relations from Kazakh Economic University.

Delfast Bikes

ECO-FRIENDLY - No air emissions and subsequently ― negative impact on environment.

SIGNIFICANT RANGE - In-house developed Battery Management System allows to travel up to 370 km on a single charge.

RELATIVELY CHEAP - We help to save your money for expensive fuel and insurance.

LESS STRESS, MORE FREE TIME - Delfast bike is the best choice to avoid annoying traffic jams.

CONVENIENCE - You can easily switch on bicycle mode and do sports when you want; and use e-bike mode when you are tired.

Seg 3

BRT S03 EP23 (122) 6-5-2022 –

Monarch Tractor Brings AgTech to Farming w/ Praveen Penmetsa

Guest: Praveen Penmetsa - CEO of Monarch Tractor

https://www.linkedin.com/in/praveenpenmetsa

https://www.monarchtractor.com/leadership.html

Praveen Penmetsa has nearly two decades of hands-on experience in translating creative visions into products for startups to Fortune 50 companies alike. He co-currently serves as founder and CEO of Motivo Engineering, a product-engineering firm with clients in the Mobility, Energy, AgTech, and Aerospace sectors. Praveen holds an MSME in Mechanical Engineering from the University of Cincinnati.

Monarch Tractor: Working Toward a Future With Clean Farming

Labor shortages, climate change, and food safety concerns create a multitude of challenges for farmers. Monarch Tractor provides a farmer-first approach to innovation, making each decision with our end user and their biggest challenges in mind. Our dedication to solutions for the farmer also means healthier solutions for the planet, for the consumer, and for the global food ecosystem.

Clip from Seg. 2 - FULL SHOW: HERE

Seg 4

https://brt-show.libsyn.com/episode-52-brt-s02-ep05-01-31-21-vehicle-20-tech-meets-transportation

Guest: Mark Hanchett CEO & Founder of Atlis Motor Vehicles

- from 1/31/21 Seg. 2https://www.atlismotorvehicles.com/

Electric vehicles history, and the inspiration for Atlis Motors. Atlis is an energy company, the Apple of electric vehicles and the truck is their I-Pod. Electric trucks, engine battery, and battery design. Where (and how) is the battery produced?

Full Show: Here

Tech Topic:

https://brt-show.libsyn.com/category/Tech-Startup-VC-Cybersecurity-Energy-Science

Best of Tech:

https://brt-show.libsyn.com/size/5/?search=best+of+tech

Investing Topic:

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Opening Day - Gambling & Charlie Hustle w/ Keith O'Brien + History of the World Series by Tyler Kepler NYT Baseball Writer

AZ TRT S05 EP14 (229) 4-7-2024

What We Learned This Week

• Gambling Scandal parallels of Pete Rose vs Dodger's Shohei Othani
• Charlie Hustle the icon - Rise & Fall
• Business of Baseball - Drafting Players to Analytics & how the Game has evolved
• History of the World Series - Did Babe Ruth call his shot?

Guest: Keith O'Brien

Website: https://keithob.com/

Keith is the New York Times best-selling author of Paradise Falls, Fly Girls, and Outside Shot, a finalist for the PEN/ESPN Award for Literary Sports Writing, and an award-winning journalist. O'Brien has written for The New York Times, The Atlantic, The Washington Post, and Politico, and his stories have also appeared on National Public Radio and This American Life. He lives in New Hampshire.

About the Book

"CHARLIE HUSTLE: The Rise and Fall of Pete Rose, and the Last Glory Days of Baseball"

Pete Rose bounded out of the dugout like a hurricane spinning unfettered through the world. He slid head-first into bases in a mist of dust and fury. He sprinted out walks like a teenager. He was loud. Brash. Supremely confident. Entirely focused. He approached every game with ferocity and raw emotion—often like he was in the middle of a bar room brawl—and endeared himself to the fans because of it. He seemed to manufacture runs out of pure will power. He racked up mind-boggling stats and awards and streaks and wins and pennants and titles with seeming ease. When his team needed clutch hits, he provided them. When glory was 90 feet away, he reached for it. He bowled over catchers at home plate, shouted at pitchers to intimidate them, and ripped through middle infielders to break up the play. He would beat them all. One way or another. Pete Rose would never back down. Could never back down.

This spring, author Keith O'Brien and Pantheon Books will present the gritty and gripping new biography of the flawed legend—baseball's tragic character—the man who could never return to the game he lived to play: "CHARLIE HUSTLE: The Rise and Fall of Pete Rose, and the Last Glory Days of Baseball" (Pantheon Books, March 26, 2024). It is a story unlike any other in baseball history. A story of virtuosity and success; addictions and secrets; recklessness and many missed opportunities for salvation.

For over 25 years in Major League Baseball—from 1963 to 1989—Pete Rose was the sport's unquestioned hero on the field. He was the heart of the Big Red Machine dynasty in Cincinnati. Rookie of the Year in 1963. MVP in 1973. He won three batting titles. Two gold gloves. Six National League pennants. Three World Series titles. He was named to 17 NL All-Star games at five different positions. He became the all-time hit king in the process, surpassing the legendary Ty Cobb. He was extraordinary while seemingly ordinary in equal measure, and the fans loved him for what they knew to be true. Pete Rose wasn't physically gifted or a particularly special athlete. He was like the rest of us. He was Charlie Hustle. The American Dream in red stirrup socks. Baseball personified. With bat in hand, Pete Rose was the hero, forever young, forever relevant, but a storm was coming.

Yes, Rose was both a miracle and a disaster. His opponents viewed him with both reverence and disdain. While some of them believed that his Charlie Hustle routine was a joke or that his aggressive antics were just plain dangerous, they respected his greatness and his longevity in the game. There was no doubt that he often came off as uneducated, unpolished, boorish, and rude, but most figured that he had earned the right to his "unique" perspective over the years. But then the rumors started to circulate that he was mingling with an unsavory crowd. Shady characters that included well-known bookies and gamblers. It wasn't a secret that Rose had always been a gambler, but now there was growing evidence that he was betting on the sport that had made him a household name. With the 1919 Black Sox scandal looming as the cautionary tale still fresh in the game's history, this growing storm threatened to destroy everything Rose had built. He could lose his livelihood and the game itself. It could strip away the mythology and dismantle the icon and reveal the very flawed human being he was off the field. So he did the only thing Pete Rose could do in the face of overwhelming evidence and his impending exile.

He lied. And continued to lie for 15 long years.

CHARLIE HUSTLE also covers:

* His fraught relationship with his father—Pete Rose Sr.—the semi pro, Cincinnati sports legend

* How Rose overcame his lack of athleticism as a child with the intangibles that personified "Charlie Hustle"

* The terms of his first professional contract—enthusiastically signing for $7000

* His early seasons of darkness in the lowest rungs of professional baseball

* The public relations bonanza when the local West High boy made the Cincinnati Reds' Opening Day roster

* Rose's long relationship with the city of Cincinnati

* His courtship and marriage to Karolyn Ann Engelhardt, which ended in divorce in 1979

* Rose's batting philosophies and the roots of his unusual crouching batting stance

* Rose's early entrees into gambling at spring training in Tampa—his infamous "triple headers"

* How Mickey Mantle and Whitey Ford came up with his "Charlie Hustle" nickname and how they had intended it to be an insult

* Rose's game-winning run in the 1970 All Star Game and how he and Ray Fosse were dinner companions the night before

* How "The Big Red Machine"—the nearly unbeatable Cincinnati Reds dynasty of the 1970s—took shape

* The details surrounding Rose's affair with a girl half his age—a teenager—in the mid-1970s

* The early divide and rivalry between Pete Rose and teammate Johnny Bench

* The revelation that Tony Perez was the true leader in the locker room for those Reds dynasty teams

* Rose's rivalry with the Oakland A's ace Jim "Catfish" Hunter during the 1972 World Series

* Rose's dust up with Bud Harrelson in the 1973 NLCS which left the Reds players fearful for their safety

* How Curt Flood's fight for free agency affected Pete's contract negotiations during the era

* Rose's relentless pursuit of Joe DiMaggio's 56-game hitting streak in the summer of 1978

* His brazen longtime affair with a woman named Terry Rubio, who would ultimately file a paternity suit against Rose

* Rose's incomprehensible ability to play extremely well while going through all manners of personal turmoil

* Rose's role as savior of the Philadelphia Phillies, a team that had never won a World Series, but soon would in 1980 after signing Rose as a free agent in 1979

* The details surrounding Rose's single off of San Diego Padres' pitcher Eric Show for hit number 4,192

* The rumors that Rose had been using a corked bat in his later years and may have even used them for his march to the hits record

* Background on the shady collection of bookies, railbirds, lackeys, dope dealers, and gofers who surrounded Rose in those later years

* The evidence that not only was Pete Rose a gambler, but a terrible gambler—he lost a lot

* How and why a manager betting on his home team harms the game

* The self-deprecating, chain-smoking academic from Yale University—A. Bartlett Giamatti—whose handling of the scandal as the Commissioner of Baseball was a master class in crisis management

* How an impending Sports Illustrated story about Pete Rose betting on baseball backed to baseball into a corner in how it dealt with the matter

* How if Pete Rose had admitted to betting on baseball in an initial meeting with Peter Ueberroth, Bart Giamatti, and Fay Vincent, he most likely would have incurred a light punishment

* The release of the Dowd Report, and the background of its special counsel, John Dowd

* The details surrounding Bart Giamatti's death in 1989

* The Baseball Hall of Fame's response to Pete Rose's candidacy

* How, in 2004, he published a book where he admitted to betting on baseball and on the Cincinnati Reds

* How reinstatement eluded him—in 2004, 2015, 2020, and 2022—and, if anything, his situation grew worse

* Theories why Rose hasn't I been forgiven to date

* Baseball's ever-evolving relationship with sports gambling and what that means for Pete Rose and for the future of the sport

* The six simple words that might have changed everything: "I'm sorry I bet on baseball."

New York Times bestselling author Keith O'Brien grew up in Cincinnati when Pete Rose was at the peak of his fame and witnessed his shocking downfall first-hand. More than three decades later, it's hard to appreciate how much the controversy became such a part of the American conversation. The mythology surrounding Pete Rose was so fixed and strong that the disgust, frustration, pity, and confusion that followed his banishment stirred endless debates about the man, the allegations he faced, and, in turn, about the game of baseball itself as arbiter. Rose quickly became a fault line in the collective American conscience, and it clearly marked the end of the age of innocence in sports. O'Brien documents all of this like never before in CHARLIE HUSTLE, with unprecedented reporting and access. He met with Rose in person and they spoke on the record for 27 hours, before Rose stopped calling back, before he shut down. O'Brien is the only biographer that Rose has ever spoken to when he didn't have any editorial control.

Beyond those conversations, O'Brien delved into thousands of pages of previously unutilized federal court documents, newly released FBI files, raw TV footage, decades of newspaper articles, Major League Baseball's voluminous 1989 investigation into Rose's misdeeds; and nearly 150 hours of interviews with Rose's friends, enemies, former teammates, family members, two former Commissioners of baseball, three people who placed his bets, four different investigators who dug up his secrets, and the special counsel who led the charge, John Dowd.

Pete Rose loved baseball and wanted to play forever. Keep hitting forever. Never grow old. Never stop swinging. Never go home. But the same qualities that made him a successful baseball player—and one of the greatest hitters of all time—ensured his banishment. He couldn't be vulnerable. Couldn't beg for forgiveness. Or even apologize until it was far too late. Doomed by his own ignorance and hubris, Pete Rose was going down.

Guest: TYLER KEPNER

Website: https://www.nytimes.com/by/tyler-kepner

Tyler is the author of the New York Times bestseller K: A History of Baseball in Ten Pitches. He has covered every World Series game of the last two decades for The New York Times. He started his career as a teenager, interviewing players for a homemade magazine in the early 1990s. He attended Vanderbilt University on the Grantland Rice/Fred Russell sportswriting scholarship, then covered the Angels for the Riverside (Calif.) Press-Enterprise and the Mariners for the Seattle Post-Intelligencer. He joined The New York Times in 2000, covering the Mets for two seasons, the Yankees for eight, and serving as the national baseball writer since 2010.

From the New York Times bestselling author of K: A History of Baseball in Ten Pitches, a highly entertaining, revelatory history of the World Series, filled with gripping behind-the-scenes stories from 117 years of the Fall Classic.

The World Series is the most enduring showcase in American team sports. It's the place where legends are made, where celebration and devastation can hinge on a fly ball off a foul pole or a grounder beneath a first baseman's glove. And there's no one better to bring this rich history to life than New York Times national baseball columnist Tyler Kepner, whose bestselling book about pitching, K, was lauded as "Michelangelo explaining the brush strokes on the Sistine Chapel" by Newsday. In seven scintillating chapters, Kepner delivers an indelible portrait of baseball's signature event. He digs deep for essential tales dating back to the beginning in 1903, adding insights from Hall of Famers like Reggie Jackson, Mike Schmidt, Jim Palmer, Dennis Eckersley and many others who have thrived – and failed – when it mattered most.

Why do some players, like Madison Bumgarner, Derek Jeter and David Ortiz, crave the pressure? How do players handle a dream that comes up short? What's it like to manage in the World Series, and what are the secrets of building a champion? Kepner celebrates unexpected heroes like Bill Wambsganss, who pulled off an unassisted triple play in 1920, probes the mysteries behind magic moments (Did Babe Ruth call his shot in 1932? How could Eckersley walk Mike Davis to get to Kirk Gibson in 1988?) and busts some long-time myths (the 1919 Reds were much better than the Black Sox, anyway).

The result is a vivid portrait of baseball at its finest and most intense, filled with humor, lore, analysis and fascinating stories. THE GRANDEST STAGE is the ultimate history of the World Series, the perfect gift for all the fans who feel their hearts pounding in the bottom of the ninth inning of Game Seven.

https://www.nytimes.com/by/tyler-kepner

@TylerKepner

https://www.penguinrandomhouse.com/books/634030/the-grandest-stage-by-tyler-kepner/?ref=PRHC184D6440

Notes:

Tyler Kepner wrote the grander stage the history of the World Series about baseballs October classic. Is the New York Times national baseball radar and has a background in being a bit writer for teams.

He's originally from Philly. He was an intern at the Boston Globe and then the Washington post. Got a job out of college covering the Angels. Then got a job covering the Seattle Mariners for a newspaper in Seattle. In 2000 he got a job at the New York Times covering the mats for two years. Then he was covering the Yankees for eight years. 2010 he became the New York Times national baseball writer.

Writing the book on the history of the World Series was a lifelong goal. He had written a previous book about pitching called K. The book was a three-year project to write. Tyler has covered 24 World Series dating back to 1998 as well as gone to two as a fan, 1983 series with the Phillies as a kid and then 1993.

Tyler always follows good stories for his baseball writing. The 2022 baseball playoffs started in St. Louis to see about Albert polos last games. Then moved on to cover the New York Yankees. And then he's going to see the Seattle Mariners as they are in the playoffs for the first time in years.

TV ratings for baseball have been decent. Still gets very good ratings in local markets. Baseball like other sports is still live programming and and they jam of TV. Sports creates appointment setting type TV.

When you cover baseball as a rider, you will go to the ball park about 2 PM for a 7 PM game. He would mall around the stadium and clubhouse talk with players the manager may be the GM.

Most days he's writing, with a deadline by the night time to be able to post by the next day. Player access in baseball is pretty open, it's an every day business and they give the media plenty of room to work.

Tyler missed game seven of the 2001 World Series in Arizona versus the Yankees because of a family commitment.

Baseball business as no hard salary cap, just some luxury taxes. It is expensive to build a team as you need free agents but also good scouting and player development. There's a lot of have and have Nots. Many of the smaller teams like the Oakland A's I've had player stolen by big teams like the Yankees or the Red Sox, almost acting like farm systems for the bigger teams.

Baseball has changed over the years with the introduction of analytics and stats that now dominate the game. The teams that use at the best and can communicate the info to the players usually win.

A great example of this is the GM of the Dodgers Andrew Friedman, who previously had been the GM of the Tampa Bay rays. Dodgers are well run team have a little bit of a small team mentality where they draft and develop players well, but also of the big resources and money to get the free agents.

Teams have to convince the players how data will help their game. It isn't that hard since the new generation has been raised on their cell phones and data. The idea being a singing how are you can swing better, or what is a better pitch for a pitcher to use so that players can play well.

Older guys in baseball lament the analytics and how it's changed the game.

Amateur players understand how they have to do well on the metrics, and how hard they hit the ball, and swing playing in velocity. The older scouts and baseball people dislike the fact that it's not about moving the runner over in contact anymore.

The game has evolved and the analytics and the data shows you what you need to do to win.

Sports, including baseball is good for TV because it has live programming and people still watch live programming. Baseball games still may take longer but they still get OK national ratings and very good local ratings.

Baseball is working on a little changes for more balls in the way and excitement. There is a lot of home runs and strikeouts right now.

Baseball making some rule changes to affect us like regulating the shift and how the defense fields, changes to the baseball and maybe bigger bases to encourage base running aggressiveness in more stolen bases as examples.

Billy Beane of Moneyball and the Oakland A's popularized baseball analytics and data. Been had a classic line I pay you to get on base, not to get caught stealing. No risky place.

Tyler wanted to write World Series stories that people don't know. An example is what happened in the next game after Don Larsen throws a perfect game for the Dodgers. What happened to setup Kirk Gibson home run in 1988 vs As

Tyler loves the art of pitching and the slider and the knuckleball. He had written a previous book K the history of baseball and 10 pitches.

Did Babe Ruth call his shot? That is the legend, but it is not true. Babe Ruth told the Cubs he was going to do some thing, but did not point at offense. Back then the cubs pitchers would've thrown at Babe Ruth if he was showboating like that.

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AZ Tech Roundtable 2.0 with Matt Battaglia

The show where Entrepreneurs, Top Executives, Founders, and Investors come to share insights about the future of business.

AZ TRT 2.0 looks at the new trends in business, & how classic industries are evolving.

Common Topics Discussed: Startups, Founders, Funds & Venture Capital, Business, Entrepreneurship, Biotech, Blockchain / Crypto, Executive Comp, Investing, Stocks, Real Estate + Alternative Investments, and more…

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More Info: https://www.economicknight.com/azpodcast/

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Disclaimer: The views and opinions expressed in this program are those of the Hosts, Guests and Speakers, and do not necessarily reflect the views or positions of any entities they represent (or affiliates, members, managers, employees or partners), or any Station, Podcast Platform, Website or Social Media that this show may air on. All information provided is for educational and entertainment purposes. Nothing said on this program should be considered advice or recommendations in: business, legal, real estate, crypto, tax accounting, investment, etc. Always seek the advice of a professional in all business ventures, including but not limited to: investments, tax, loans, legal, accounting, real estate, crypto, contracts, sales, marketing, other business arrangements, etc.