正在加载视频...

视频加载失败

加载此视频时出现问题。这可能是由于临时网络问题，或视频可能不可用。

Craig Fuller details the company's knockout second-quarter performance, noting an incredible 19% year-over-year jump in overall revenue and a staggering 45% surge in EPS. The primary driver of this explosive growth isn't standard contract truckload lanes, but rather an impressive 10% volume growth within their intermodal segment. This stellar... show more

FreightWaves

52,274 subscribers

15,397 次观看 • 27 天前 •via X (Twitter)

Anya Rossi• Live Now

Private livecam show

0 条评论

暂无评论

原始帖子的评论将显示在这里

相关视频

Avalanche is now the 10th largest network for stablecoins! Avalanche🔺' native stablecoin supply is up some +16.35% over the past week, reaching a total of $1.661 billion at time of writing. This is more weekly growth than any other major network outside of Hyperliquid. Despite muted performance from $AVAX spot ETFs in the US, could Avalanche be in for an impressive second half of the year?

Avalanche is now the 10th largest network for stablecoins! Avalanche🔺' native stablecoin supply is up some +16.35% over the past week, reaching a total of $1.661 billion at time of writing. This is more weekly growth than any other major network outside of Hyperliquid. Despite muted performance from $AVAX spot ETFs in the US, could Avalanche be in for an impressive second half of the year?

BSCN

12,927 次观看 • 2 个月前

#WATCH | Mumbai | Member of the Economic Advisory Council to the Prime Minister, Sanjeev Sanyal says, “The relative performance of the Indian states shows one or two very clear trends. The first is the much talk about the North-South divide, which is not the real economic crisis in the country… It is actually an East-West divide where the eastern half of India is distinctively poorer than the western half of the country… The key to the Eastern half of India is reviving Kolkata, specifically because the high growth all over the country is ultimately driven by a handful of high-growth urban hubs… In that context, eastern India needs a high growth hub… Kolkata already has some clusters and a long, glorious history. Despite the last half century of decline, I would argue that the secret to reviving the eastern half of India must be about the revival of Kolkata, specifically.”

#WATCH | Mumbai | Member of the Economic Advisory Council to the Prime Minister, Sanjeev Sanyal says, “The relative performance of the Indian states shows one or two very clear trends. The first is the much talk about the North-South divide, which is not the real economic crisis in the country… It is actually an East-West divide where the eastern half of India is distinctively poorer than the western half of the country… The key to the Eastern half of India is reviving Kolkata, specifically because the high growth all over the country is ultimately driven by a handful of high-growth urban hubs… In that context, eastern India needs a high growth hub… Kolkata already has some clusters and a long, glorious history. Despite the last half century of decline, I would argue that the secret to reviving the eastern half of India must be about the revival of Kolkata, specifically.”

ANI

321,812 次观看 • 3 个月前

"If you can't find drivers, you're not going to buy new trucks. And if you don't buy new trucks, you're not going to grow your fleet." Despite massive capital reserves and aggressive driver retention bonuses, even the nation’s largest asset carriers are struggling to keep their truck seats filled. This persistent human capacity shortage acts as a natural ceiling on asset growth, ensuring that the broader freight market is highly unlikely to overcorrect into looser territory as we head into the second half of the year.

"If you can't find drivers, you're not going to buy new trucks. And if you don't buy new trucks, you're not going to grow your fleet." Despite massive capital reserves and aggressive driver retention bonuses, even the nation’s largest asset carriers are struggling to keep their truck seats filled. This persistent human capacity shortage acts as a natural ceiling on asset growth, ensuring that the broader freight market is highly unlikely to overcorrect into looser territory as we head into the second half of the year.

FreightWaves

46,224 次观看 • 1 个月前

We delivered a solid first half with robust commercial performance on the retail market in France, Europe and Middle East & Africa. Associated with improved operational efficiency, this allows us to achieve an EBITDAaL growth of 3.8% and to raise our EBITDAaL growth target for 2025. 📍 In France, we achieved a notable acceleration of 0.9% EBITDAaL and our mobile network were ranked number one for the 14th time in a row. 📍The remarkable performance in Middle East & Africa, with a double-digit increase in EBITDAaL for the tenth consecutive half, was driven by access to our 4G and 5G networks, now used by more than half of our 167 million customers, as well as by the development of Orange Money and B2B. 📍 In Europe, volume momentum and value strategy lead to retail services revenue growth +1.2% and EBITDAaL up +2.2%. 📍 In Orange Business, we are on track with the plan and have achieved very solid growth for Orange Cyberdefense with a 7% revenue increase. We have launched a new division dedicated to defense and security to leverage opportunities in the area of sovereignty. This will enable us to capitalize on Orange’s innovative prowess, cybersecurity expertise and network quality. This performance is the result of our Lead the Future strategy and has allowed us to increase organic cash flow by 7.7%. Big thanks to all the Orange teams for their commitment and performance during this first half, and to our customers for their trust. More info : #H1_2025

We delivered a solid first half with robust commercial performance on the retail market in France, Europe and Middle East & Africa. Associated with improved operational efficiency, this allows us to achieve an EBITDAaL growth of 3.8% and to raise our EBITDAaL growth target for 2025. 📍 In France, we achieved a notable acceleration of 0.9% EBITDAaL and our mobile network were ranked number one for the 14th time in a row. 📍The remarkable performance in Middle East & Africa, with a double-digit increase in EBITDAaL for the tenth consecutive half, was driven by access to our 4G and 5G networks, now used by more than half of our 167 million customers, as well as by the development of Orange Money and B2B. 📍 In Europe, volume momentum and value strategy lead to retail services revenue growth +1.2% and EBITDAaL up +2.2%. 📍 In Orange Business, we are on track with the plan and have achieved very solid growth for Orange Cyberdefense with a 7% revenue increase. We have launched a new division dedicated to defense and security to leverage opportunities in the area of sovereignty. This will enable us to capitalize on Orange’s innovative prowess, cybersecurity expertise and network quality. This performance is the result of our Lead the Future strategy and has allowed us to increase organic cash flow by 7.7%. Big thanks to all the Orange teams for their commitment and performance during this first half, and to our customers for their trust. More info : #H1_2025

Christel Heydemann

13,254 次观看 • 1 年前

Just jumped off the Shopify Q3 Earnings call. If you missed it, I'll summarize: Q3 was an incredible quarter for Shopify. Here are the highlights of Q3 2024 Shopify: 1️⃣ Financially, it was a strong quarter. 🚀 GMV was up 24% Year over Year in Q3 - the 5th consecutive quarter where GMV growth was more than 20% 🚀 Revenue accelerated to 26% - the 6th consecutive quarter where Shopify delivered 25% or greater top-line growth, excluding logistics 🚀 Gross profit grew 24% Year over Year 🚀 Our Free Cash Flow Margin expanded to 19% which means we’re delivering profitability that allows us to both grow the business and invest in the future of commerce. 2️⃣ We’ve built the most integrated platform on the planet where everything in your business works together really really well. ⚡ Shopify POS is powering more and more large, complex, multi-location merchants like legendary Canadian women's fashion retailer, Laura, which migrated over 130 stores to Shopify’s POS in Q3. ⚡ We are making every part of commerce work better. This quarter we helped merchants make in-person shopping truly delightful by expanding Tap to Pay in more countries. ⚡ And, we’re making it easier for our merchants to sell in new countries with our Managed Markets product, which has helped some merchants see an average global sales increase of 40%. The power of our platform is unmatched. 3️⃣ Shopify is increasingly the go-to platform of choice not just for entrepreneurship, but for all of commerce. We are making massive strides across our long-term growth drivers like B2B, international, enterprise, and offline commerce. 🚀 We had our single largest B2B GMV month ever, with it growing over 145% Year over Year. This is a trend at this point, marking 5 consecutive quarters of triple digit B2B GMV growth. 🚀 International GMV continues to outpace the growth of North America accelerating to more than 30% and our international merchants grew 36% Year over Year. 🚀 In Q3 alone we had 16 enterprise launches on Shopify, including brands like Hanes and On Running. The best brands like Reebok, and Victoria’s Secret and high fashion brands like FashionPhile and Off-white are all coming to Shopify. Our mission has always been the same: make commerce better for everyone and, ultimately, create more entrepreneurs across the world and help them grow bigger and faster. We are doing exactly that. We are focused on helping merchants of all sizes thrive today and in the future. It’s why you see brands come to us and never leave. Thank you to everyone on the Shopify team, our partners, and our incredible community for an exceptional quarter.

Just jumped off the Shopify Q3 Earnings call. If you missed it, I'll summarize: Q3 was an incredible quarter for Shopify. Here are the highlights of Q3 2024 Shopify: 1️⃣ Financially, it was a strong quarter. 🚀 GMV was up 24% Year over Year in Q3 - the 5th consecutive quarter where GMV growth was more than 20% 🚀 Revenue accelerated to 26% - the 6th consecutive quarter where Shopify delivered 25% or greater top-line growth, excluding logistics 🚀 Gross profit grew 24% Year over Year 🚀 Our Free Cash Flow Margin expanded to 19% which means we’re delivering profitability that allows us to both grow the business and invest in the future of commerce. 2️⃣ We’ve built the most integrated platform on the planet where everything in your business works together really really well. ⚡ Shopify POS is powering more and more large, complex, multi-location merchants like legendary Canadian women's fashion retailer, Laura, which migrated over 130 stores to Shopify’s POS in Q3. ⚡ We are making every part of commerce work better. This quarter we helped merchants make in-person shopping truly delightful by expanding Tap to Pay in more countries. ⚡ And, we’re making it easier for our merchants to sell in new countries with our Managed Markets product, which has helped some merchants see an average global sales increase of 40%. The power of our platform is unmatched. 3️⃣ Shopify is increasingly the go-to platform of choice not just for entrepreneurship, but for all of commerce. We are making massive strides across our long-term growth drivers like B2B, international, enterprise, and offline commerce. 🚀 We had our single largest B2B GMV month ever, with it growing over 145% Year over Year. This is a trend at this point, marking 5 consecutive quarters of triple digit B2B GMV growth. 🚀 International GMV continues to outpace the growth of North America accelerating to more than 30% and our international merchants grew 36% Year over Year. 🚀 In Q3 alone we had 16 enterprise launches on Shopify, including brands like Hanes and On Running. The best brands like Reebok, and Victoria’s Secret and high fashion brands like FashionPhile and Off-white are all coming to Shopify. Our mission has always been the same: make commerce better for everyone and, ultimately, create more entrepreneurs across the world and help them grow bigger and faster. We are doing exactly that. We are focused on helping merchants of all sizes thrive today and in the future. It’s why you see brands come to us and never leave. Thank you to everyone on the Shopify team, our partners, and our incredible community for an exceptional quarter.

Harley Finkelstein

141,986 次观看 • 1 年前

NEWS: SpaceX CFO Bret Johnsen walks investors through the entire business in the company's new IPO roadshow video. Johnsen, the only CFO SpaceX has ever had, lays out the numbers behind the listing. SpaceX raised just $9 billion to build its space and connectivity business. In 2025 alone it generated roughly $19 billion in revenue, up over 30%, with almost $7 billion in positive adjusted EBITDA. Starlink ended Q1 with 10.3 million users, up over 100% year over year. Its 9,600+ satellites represent 75% of all active maneuverable satellites in orbit. V3 satellites fly in the second half of this year. Each delivers roughly 1 terabit per second, a 20x jump in capacity per launch. On AI, Johnsen said orbital data centers are coming within the next couple of years and that SpaceX recently signed a deal to host Anthropic's models on its data centers. Long term, SpaceX is targeting roughly 70% gross margins and 45% net income margins against a $28 trillion addressable market.

NEWS: SpaceX CFO Bret Johnsen walks investors through the entire business in the company's new IPO roadshow video. Johnsen, the only CFO SpaceX has ever had, lays out the numbers behind the listing. SpaceX raised just $9 billion to build its space and connectivity business. In 2025 alone it generated roughly $19 billion in revenue, up over 30%, with almost $7 billion in positive adjusted EBITDA. Starlink ended Q1 with 10.3 million users, up over 100% year over year. Its 9,600+ satellites represent 75% of all active maneuverable satellites in orbit. V3 satellites fly in the second half of this year. Each delivers roughly 1 terabit per second, a 20x jump in capacity per launch. On AI, Johnsen said orbital data centers are coming within the next couple of years and that SpaceX recently signed a deal to host Anthropic's models on its data centers. Long term, SpaceX is targeting roughly 70% gross margins and 45% net income margins against a $28 trillion addressable market.

Muskonomy

83,171 次观看 • 2 个月前

Is the "American Dream" still alive in trucking? In 1980, the average truck driver earned ~$38,000/year. Adjusted for inflation, that is $120,000 today. Instead, the average driver now earns roughly $47k–$48k—nearly one-third of the historical value.

Is the "American Dream" still alive in trucking? In 1980, the average truck driver earned ~$38,000/year. Adjusted for inflation, that is $120,000 today. Instead, the average driver now earns roughly $47k–$48k—nearly one-third of the historical value.

FreightWaves

13,437 次观看 • 3 个月前

We're entering the new year with supersonic speed! ⚡But don't be mislead by its elegance: the #Eurofighter packs a punch! When an unidentified aircraft enters national airspace, every second counts. Within minutes, the Eurofighter can reach peak altitude to intercept the aircraft and escort it out of the airspace. This makes the Eurofighter a cornerstone in defending NATO's eastern flank in the Baltics or over Romania alongside allies - keeping us safe!

We're entering the new year with supersonic speed! ⚡But don't be mislead by its elegance: the #Eurofighter packs a punch! When an unidentified aircraft enters national airspace, every second counts. Within minutes, the Eurofighter can reach peak altitude to intercept the aircraft and escort it out of the airspace. This makes the Eurofighter a cornerstone in defending NATO's eastern flank in the Baltics or over Romania alongside allies - keeping us safe!

Airbus Defence

38,381 次观看 • 7 个月前

David Sacks just said what every honest analyst in Silicon Valley is already thinking (Save this). Nobody has ever seen anything like this. Anthropic has grown at 10x per year for three straight years and going into 2026, the conventional wisdom was that the rate of growth had to slow at this level of scale but then the numbers came in. Q1 alone is $10B ARR to $30B, in April, $30B to $44B and that's $96 million in new ARR added every single day. Inference margins are now above 70%, up from 38% last year and the only thing holding them back was compute. That's solved now, the SpaceX deal and others Anthropic has been quietly signing unlocks the supply side. This is exactly why we are bullish on Nebius and AMD. When a single company is adding nearly $100M in ARR per day, the real trade isn't the frontier lab but rather the infrastructure underneath it. Nebius, one of the fastest-growing neoclouds on the planet posted 547% YoY revenue growth in Q4 2025, exited the year with $1.25B ARR, and is guiding for $7–9B ARR by year-end 2026. Their revenue backlog has reached $46B, with projections of $16B in revenue by 2028 and NVIDIA locked in a $2 billion stock buy agreement with them giving Nebius early access to cutting-edge chips while every other cloud scrambles for supply. AMD is the other side of the same coin. Data center revenue hit $5.78B in Q1, up 57% year-over-year with total company revenue at $10.25B, up 38%. Meta has committed to deploying up to 6 gigawatts of AMD Instinct GPUs. Data center GPU revenue is forecast to surge 114% year over year to $15B in 2026. MI400-series chips hit the market in H2 and analysts project segment operating margins climbing to 31% as the next generation ramps. The model is simple, Anthropic is printing revenue and that that revenue pays for compute. That compute flows through companies like Nebius and AMD. This is why Milk Road PRO remains bullish on them and our positions are up massively. Our analysts have broken down the full thesis, the allocations, and the price targets. Go PRO at Milk Road to see everything, link below!

David Sacks just said what every honest analyst in Silicon Valley is already thinking (Save this). Nobody has ever seen anything like this. Anthropic has grown at 10x per year for three straight years and going into 2026, the conventional wisdom was that the rate of growth had to slow at this level of scale but then the numbers came in. Q1 alone is $10B ARR to $30B, in April, $30B to $44B and that's $96 million in new ARR added every single day. Inference margins are now above 70%, up from 38% last year and the only thing holding them back was compute. That's solved now, the SpaceX deal and others Anthropic has been quietly signing unlocks the supply side. This is exactly why we are bullish on Nebius and AMD. When a single company is adding nearly $100M in ARR per day, the real trade isn't the frontier lab but rather the infrastructure underneath it. Nebius, one of the fastest-growing neoclouds on the planet posted 547% YoY revenue growth in Q4 2025, exited the year with $1.25B ARR, and is guiding for $7–9B ARR by year-end 2026. Their revenue backlog has reached $46B, with projections of $16B in revenue by 2028 and NVIDIA locked in a $2 billion stock buy agreement with them giving Nebius early access to cutting-edge chips while every other cloud scrambles for supply. AMD is the other side of the same coin. Data center revenue hit $5.78B in Q1, up 57% year-over-year with total company revenue at $10.25B, up 38%. Meta has committed to deploying up to 6 gigawatts of AMD Instinct GPUs. Data center GPU revenue is forecast to surge 114% year over year to $15B in 2026. MI400-series chips hit the market in H2 and analysts project segment operating margins climbing to 31% as the next generation ramps. The model is simple, Anthropic is printing revenue and that that revenue pays for compute. That compute flows through companies like Nebius and AMD. This is why Milk Road PRO remains bullish on them and our positions are up massively. Our analysts have broken down the full thesis, the allocations, and the price targets. Go PRO at Milk Road to see everything, link below!

Milk Road AI

184,643 次观看 • 3 个月前

The Chinese J-35 The Chinese are making significant progress in producing the J-35 in both its land-based and carrier-based variants. (J-35 and J-35A). It is currently powered by the WS-21 engine, but this is expected to be upgraded soon to the more advanced WS-19. Although it is a fifth-generation fighter and regarded as one of China's primary strategic assets, there are ongoing discussions about Pakistan also becoming an operator of the aircraft.

The Chinese J-35 The Chinese are making significant progress in producing the J-35 in both its land-based and carrier-based variants. (J-35 and J-35A). It is currently powered by the WS-21 engine, but this is expected to be upgraded soon to the more advanced WS-19. Although it is a fifth-generation fighter and regarded as one of China's primary strategic assets, there are ongoing discussions about Pakistan also becoming an operator of the aircraft.

Patricia Marins

104,315 次观看 • 7 个月前

‼️‼️🇩🇪🇷🇺 Germany has officially notified NATO of a record-breaking surge in its national defense commitments, detailing a historic allocation of €124.7 billion for 2026. This monumental figure represents a staggering 25.5% expansion compared to the previous year, when expenditures stood at approximately €99.3 billion. The absolute increase of €25.4 billion marks the largest single-year jump in military spending in the history of the Federal Republic, positioning Berlin as the second-largest financial contributor to defense within the alliance, trailing only the United States. According to official NATO projections released ahead of the leaders' summit in Ankara, Germany’s defense expenditures will reach 2.69% of its gross domestic product (GDP), a sharp rise from the 2.22% recorded in 2025. This rapid scaling is part of a broader trajectory to meet NATO's revised core defense guidelines well ahead of schedule. To aggressively finance this historic remilitarization and modernize its armed forces, the German government is implementing an expansive long-term borrowing strategy, planning to issue more than €800 billion in debt by 2030. As part of this fiscal push, Berlin will unleash a massive wave of state bonds worth over €200 billion in 2027 alone—a 12.5% increase in borrowing compared to current-year levels. These mobilized funds are earmarked to consistently reinforce the core defense budget, which is projected to climb to an unprecedented €183.6 billion annually by 2030 to ensure the Bundeswehr is fully equipped to act as a formidable deterrent in Europe. See the latest updates with us: Visioner

‼️‼️🇩🇪🇷🇺 Germany has officially notified NATO of a record-breaking surge in its national defense commitments, detailing a historic allocation of €124.7 billion for 2026. This monumental figure represents a staggering 25.5% expansion compared to the previous year, when expenditures stood at approximately €99.3 billion. The absolute increase of €25.4 billion marks the largest single-year jump in military spending in the history of the Federal Republic, positioning Berlin as the second-largest financial contributor to defense within the alliance, trailing only the United States. According to official NATO projections released ahead of the leaders' summit in Ankara, Germany’s defense expenditures will reach 2.69% of its gross domestic product (GDP), a sharp rise from the 2.22% recorded in 2025. This rapid scaling is part of a broader trajectory to meet NATO's revised core defense guidelines well ahead of schedule. To aggressively finance this historic remilitarization and modernize its armed forces, the German government is implementing an expansive long-term borrowing strategy, planning to issue more than €800 billion in debt by 2030. As part of this fiscal push, Berlin will unleash a massive wave of state bonds worth over €200 billion in 2027 alone—a 12.5% increase in borrowing compared to current-year levels. These mobilized funds are earmarked to consistently reinforce the core defense budget, which is projected to climb to an unprecedented €183.6 billion annually by 2030 to ensure the Bundeswehr is fully equipped to act as a formidable deterrent in Europe. See the latest updates with us: Visioner

Visioner

54,004 次观看 • 1 个月前

It is shameful to demean the southern states by referring to their thought process as “Choti Soch.” It's a fact that the southern states have developed systematically, effectively controlled population growth, and emerged as the growth engines of India. These remarks are a reflection of the ‘Choti Soch’ of Honourable Union Minister Piyush Goyal ji. According to the recommendations of the 15th Finance Commission, 41% of the taxes collected by the Centre should be allocated to the states. However, due to the imposition of cess and surcharges, the actual share received by the states has significantly reduced. While it is stated that 41% is distributed, the actual amount, states receive only about approximately 30%. When a state receives revenue in the form of taxes, it has the flexibility to allocate funds according to the needs of its people. However, by collecting cess and then distributing it selectively, the Centre is showing bias towards certain states while neglecting others. This is an attempt to centralize financial powers and exert control over the states. States are being forced to bow down to the Centre. Isn’t this against the spirit of federalism? Is this the “Team India” spirit that you speak of? Moreover, while promoting for an increased share of taxes, states are being deprived in two ways by reducing their share in centrally sponsored schemes and by cutting down various Centre-funded government initiatives. It is highly inappropriate to speak disrespectfully when addressing the rights of states. We strongly condemn Piyush Goyal ji’s statements. We urge everyone to recognize that the development of southern states, including #Telangana key contributors to India’s growth ultimately fuels the progress of the entire nation.

It is shameful to demean the southern states by referring to their thought process as “Choti Soch.” It's a fact that the southern states have developed systematically, effectively controlled population growth, and emerged as the growth engines of India. These remarks are a reflection of the ‘Choti Soch’ of Honourable Union Minister Piyush Goyal ji. According to the recommendations of the 15th Finance Commission, 41% of the taxes collected by the Centre should be allocated to the states. However, due to the imposition of cess and surcharges, the actual share received by the states has significantly reduced. While it is stated that 41% is distributed, the actual amount, states receive only about approximately 30%. When a state receives revenue in the form of taxes, it has the flexibility to allocate funds according to the needs of its people. However, by collecting cess and then distributing it selectively, the Centre is showing bias towards certain states while neglecting others. This is an attempt to centralize financial powers and exert control over the states. States are being forced to bow down to the Centre. Isn’t this against the spirit of federalism? Is this the “Team India” spirit that you speak of? Moreover, while promoting for an increased share of taxes, states are being deprived in two ways by reducing their share in centrally sponsored schemes and by cutting down various Centre-funded government initiatives. It is highly inappropriate to speak disrespectfully when addressing the rights of states. We strongly condemn Piyush Goyal ji’s statements. We urge everyone to recognize that the development of southern states, including #Telangana key contributors to India’s growth ultimately fuels the progress of the entire nation.

Harish Rao Thanneeru

36,126 次观看 • 1 年前

At Mine Entra in Bulawayo, VP Chiwenga says the coal producers in Hwange must come together to fix railways. Driven by new projects, Zim’s coal exports in the first 8 months of 2025 more than doubled to 337,586T from 166,713T over the same period last year, according to the Minerals Marketing Corporation (MMCZ). The downside? A lot of this coal is being moved by road - limiting exports and straining highways. MMCZ says exports are being held back by weak rail infrastructure: “Limited inland logistic capacity, heavily reliant on road transport, continues to impede the efficient movement of materials to market”. The Coal Producers Association says Zim could be exporting 10 times more coal if it had efficient rail.

At Mine Entra in Bulawayo, VP Chiwenga says the coal producers in Hwange must come together to fix railways. Driven by new projects, Zim’s coal exports in the first 8 months of 2025 more than doubled to 337,586T from 166,713T over the same period last year, according to the Minerals Marketing Corporation (MMCZ). The downside? A lot of this coal is being moved by road - limiting exports and straining highways. MMCZ says exports are being held back by weak rail infrastructure: “Limited inland logistic capacity, heavily reliant on road transport, continues to impede the efficient movement of materials to market”. The Coal Producers Association says Zim could be exporting 10 times more coal if it had efficient rail.

newZWire

46,342 次观看 • 10 个月前

Shopify is wild: - Their core product team bans KPIs - They optimize for churn - They keep multi-year holdouts for every experiment - The product roadmap is driven not by metrics and goals but by intuition, taste, and a 100-year vision from tobi lutke - They now power over 10% of all U.S. e-commerce - Last year's GMV of $235B is equivalent to the economy of Finland I sat down with Archie Abrams (Archie Abrams), VP of Product and Head of Growth at Shopify—where he leads a 600+ person growth org across product, design, engineering, data, ops, and growth marketing—to discuss: 🔸 Why Shopify optimizes for churn 🔸 Why the core product team avoids metrics-based goals 🔸 How they structure their growth team 🔸 Why they keep multi-year experiment holdouts 🔸 The benefits of not having a CMO 🔸 Lessons learned about integrating sales into a product-led growth model 🔸 The power of discounting as a growth lever 🔸 Much more Listen now 👇 - YouTube: - Spotify: - Apple: Thank you to our wonderful sponsors for supporting the podcast: 🏆 Explo — Embed customer-facing analytics in your product: 🏆 Dovetail — The customer insights hub for product teams:

Shopify is wild: - Their core product team bans KPIs - They optimize for churn - They keep multi-year holdouts for every experiment - The product roadmap is driven not by metrics and goals but by intuition, taste, and a 100-year vision from tobi lutke - They now power over 10% of all U.S. e-commerce - Last year's GMV of $235B is equivalent to the economy of Finland I sat down with Archie Abrams (Archie Abrams), VP of Product and Head of Growth at Shopify—where he leads a 600+ person growth org across product, design, engineering, data, ops, and growth marketing—to discuss: 🔸 Why Shopify optimizes for churn 🔸 Why the core product team avoids metrics-based goals 🔸 How they structure their growth team 🔸 Why they keep multi-year experiment holdouts 🔸 The benefits of not having a CMO 🔸 Lessons learned about integrating sales into a product-led growth model 🔸 The power of discounting as a growth lever 🔸 Much more Listen now 👇 - YouTube: - Spotify: - Apple: Thank you to our wonderful sponsors for supporting the podcast: 🏆 Explo — Embed customer-facing analytics in your product: 🏆 Dovetail — The customer insights hub for product teams:

Lenny Rachitsky

240,882 次观看 • 1 年前

New short course: Evaluating AI Agents! Evals are important for driving AI system improvements, and in this course you'll learn to systematically assess and improve an AI agent’s performance. This is built in partnership with Arize AI and taught by John Gilhuly, Head of Developer Relations, and , Director of Product. I've often found evals to be a critical tool in the agent development process - they can be the difference between picking the right thing to work on vs. wasting weeks of effort. Whether you’re building a shopping assistant, coding agent, or research assistant, having a structured evaluation process helps you refine its performance systematically, rather than relying on random trial and error. This course shows you how to structure your evals to assess the performance of each component of an agent and its end-to-end performance. For each component, you select the appropriate evaluators, test examples, and performance metrics. This helps you identify areas for improvement both during development and in production. (If you're familiar with error analysis in supervised learning, think of this as adapting those ideas to agentic workflows.) In this course, you'll build an AI agent, and add observability to visualize and debug its steps. You’ll learn about code-based evals, in which you write code explicitly to test a certain step, as well as LLM-as-a-Judge evals, in which you prompt an LLM to efficiently come up with ways to evaluate more open-ended outputs. In detail, you’ll: - Understand key differences between evaluating LLM-based systems and traditional software testing. - Add observability to an agent by collecting traces of the steps taken by the agent and visualizing them - Choose the appropriate evaluator - code-based, LLM-as-a-Judge, human-annotation based - for each component. - Compute a convergence score to evaluate if your agent can respond to a query in an efficient number of steps. - Run structured experiments to improve the agent’s performance by exploring changes to the prompt, LLM model, or the agent’s logic. - Understand how to deploy these evaluation techniques to monitor the agent’s performance in production. By the end of this course, you’ll know how to trace AI agents, systematically evaluate them, and improve their performance. Please sign up here:

New short course: Evaluating AI Agents! Evals are important for driving AI system improvements, and in this course you'll learn to systematically assess and improve an AI agent’s performance. This is built in partnership with Arize AI and taught by John Gilhuly, Head of Developer Relations, and , Director of Product. I've often found evals to be a critical tool in the agent development process - they can be the difference between picking the right thing to work on vs. wasting weeks of effort. Whether you’re building a shopping assistant, coding agent, or research assistant, having a structured evaluation process helps you refine its performance systematically, rather than relying on random trial and error. This course shows you how to structure your evals to assess the performance of each component of an agent and its end-to-end performance. For each component, you select the appropriate evaluators, test examples, and performance metrics. This helps you identify areas for improvement both during development and in production. (If you're familiar with error analysis in supervised learning, think of this as adapting those ideas to agentic workflows.) In this course, you'll build an AI agent, and add observability to visualize and debug its steps. You’ll learn about code-based evals, in which you write code explicitly to test a certain step, as well as LLM-as-a-Judge evals, in which you prompt an LLM to efficiently come up with ways to evaluate more open-ended outputs. In detail, you’ll: - Understand key differences between evaluating LLM-based systems and traditional software testing. - Add observability to an agent by collecting traces of the steps taken by the agent and visualizing them - Choose the appropriate evaluator - code-based, LLM-as-a-Judge, human-annotation based - for each component. - Compute a convergence score to evaluate if your agent can respond to a query in an efficient number of steps. - Run structured experiments to improve the agent’s performance by exploring changes to the prompt, LLM model, or the agent’s logic. - Understand how to deploy these evaluation techniques to monitor the agent’s performance in production. By the end of this course, you’ll know how to trace AI agents, systematically evaluate them, and improve their performance. Please sign up here:

Andrew Ng

126,478 次观看 • 1 年前

We announced our Q3 FY’26 results, marking continued momentum in our FY’27 transformation journey. Revenue grew by 2.7% YoY and 1.5% QoQ on a reported basis, and 1.3% YoY and 1.7% QoQ on a constant currency basis, marking our fastest quarterly growth in the last three years. This performance was driven by broad-based growth across Communications, Manufacturing, Hi-Tech, Retail, and Healthcare. Operating margin expanded by ~290 bps YoY to 13.1%, underscoring the progress enabled by our improved operating disciplines and the quality of our revenue growth as we have maintained pricing discipline and enhanced our revenue mix. We closed ~USD 1.1 billion in net new deal wins during the quarter, reflecting sustained demand and disciplined execution. AI continues to be a core driver of scale, efficiency, and long-term value creation across our engagements. Press Release: Tech Mahindra #TechMahindraOnwardsAndUpwards

We announced our Q3 FY’26 results, marking continued momentum in our FY’27 transformation journey. Revenue grew by 2.7% YoY and 1.5% QoQ on a reported basis, and 1.3% YoY and 1.7% QoQ on a constant currency basis, marking our fastest quarterly growth in the last three years. This performance was driven by broad-based growth across Communications, Manufacturing, Hi-Tech, Retail, and Healthcare. Operating margin expanded by ~290 bps YoY to 13.1%, underscoring the progress enabled by our improved operating disciplines and the quality of our revenue growth as we have maintained pricing discipline and enhanced our revenue mix. We closed ~USD 1.1 billion in net new deal wins during the quarter, reflecting sustained demand and disciplined execution. AI continues to be a core driver of scale, efficiency, and long-term value creation across our engagements. Press Release: Tech Mahindra #TechMahindraOnwardsAndUpwards

Mohit Joshi

48,259 次观看 • 6 个月前

A deep dive into $SEXY and why I believe this is one of the most undervalued gamefi projects in the ecosystem: A simple beginning of a frictionless gaming experience fitting itself into a mobile game market which produced $123B in revenue in 2023 and an expected groth into $190B into 2030. The current game features a simple UI with strong incentives such a $1M prize pool in tokens lasting from June to September for early users pre-layer 3 buildout. Though simple in design, the transaction volume is telling with 300k user txns within 3 days of opening. The game is very much similar to the old micro transaction mini games such as clash of clans. Daily activities to keep users engaged and retained especially given the incentivization program. My thesis around this is the growth reward potential. Currently as the game sits in a more private beta (only users with codes can participate), we are at the simple version of the ecosystem. As expansion happens and there is more use items, more mini-games, more access, and more use for $SEXY, the value will grow. I imagine the R/R of investing in a game like clash of clans early on, imagine being able to invest in the value of gems in the early days and the value of these changed with user demand. Clash of clans did $360m in revenue in 2023. This model would recreate that volume all flowing into the token (which would be similar to gems). Thus, the thesis is simple: $SEXY ecosystem grows, more usage for active players to use the token within the mini games, more addictive tendencies lead to users wanting to gain more loot, more referrals to beat their friends in the ecosystem all leads to a flywheel of growth; especially, as users are token holders and their dominant strategy is to play the game for incentives and to invite their friends to grow the token value and ecosystem. Personally, I will be staking my $SEXY, collecting loot (imagine the loot can be tradable like early Runescape party hats), building my ranking for the incentives, and encouraging the ecosystem growth as a user in the flywheel. Thus, I believe as time passes, the value of the token continually increases under the assumption the ecosystem is growing with it. Speculation transitions from I think future buyers will find this token a good investment into I think players will buy this token to play the games within the ecosystem. Disclaimer: I am an early investor in ETHXY and so is WWVentures. All thesis generation may be biased.

A deep dive into $SEXY and why I believe this is one of the most undervalued gamefi projects in the ecosystem: A simple beginning of a frictionless gaming experience fitting itself into a mobile game market which produced $123B in revenue in 2023 and an expected groth into $190B into 2030. The current game features a simple UI with strong incentives such a $1M prize pool in tokens lasting from June to September for early users pre-layer 3 buildout. Though simple in design, the transaction volume is telling with 300k user txns within 3 days of opening. The game is very much similar to the old micro transaction mini games such as clash of clans. Daily activities to keep users engaged and retained especially given the incentivization program. My thesis around this is the growth reward potential. Currently as the game sits in a more private beta (only users with codes can participate), we are at the simple version of the ecosystem. As expansion happens and there is more use items, more mini-games, more access, and more use for $SEXY, the value will grow. I imagine the R/R of investing in a game like clash of clans early on, imagine being able to invest in the value of gems in the early days and the value of these changed with user demand. Clash of clans did $360m in revenue in 2023. This model would recreate that volume all flowing into the token (which would be similar to gems). Thus, the thesis is simple: $SEXY ecosystem grows, more usage for active players to use the token within the mini games, more addictive tendencies lead to users wanting to gain more loot, more referrals to beat their friends in the ecosystem all leads to a flywheel of growth; especially, as users are token holders and their dominant strategy is to play the game for incentives and to invite their friends to grow the token value and ecosystem. Personally, I will be staking my $SEXY, collecting loot (imagine the loot can be tradable like early Runescape party hats), building my ranking for the incentives, and encouraging the ecosystem growth as a user in the flywheel. Thus, I believe as time passes, the value of the token continually increases under the assumption the ecosystem is growing with it. Speculation transitions from I think future buyers will find this token a good investment into I think players will buy this token to play the games within the ecosystem. Disclaimer: I am an early investor in ETHXY and so is WWVentures. All thesis generation may be biased.

Crypto Max

23,392 次观看 • 2 年前

Dr. Aseem Malhotra: 20-50% of US Healthcare is Wasteful or Harmful According to Dr. Aseem Malhotra, the real-world consequence of a broken medical evidence base is staggering. Citing Professor John Ioannidis of Stanford—the world's most cited medical researcher—Dr. Malhotra reveals that 20% to 50% of all healthcare activity in the United States brings no benefit to the patient. Within a system costing over $4 trillion annually, this represents an almost unimaginable scale of waste and potential harm. The root cause? As identified by Ioannidis, the majority of clinical research is unreliable, a crisis fueled by its control under corporate interests. This is a global wake-up call for medical transparency and scientific integrity.

Dr. Aseem Malhotra: 20-50% of US Healthcare is Wasteful or Harmful According to Dr. Aseem Malhotra, the real-world consequence of a broken medical evidence base is staggering. Citing Professor John Ioannidis of Stanford—the world's most cited medical researcher—Dr. Malhotra reveals that 20% to 50% of all healthcare activity in the United States brings no benefit to the patient. Within a system costing over $4 trillion annually, this represents an almost unimaginable scale of waste and potential harm. The root cause? As identified by Ioannidis, the majority of clinical research is unreliable, a crisis fueled by its control under corporate interests. This is a global wake-up call for medical transparency and scientific integrity.

Camus

14,198 次观看 • 10 个月前