Velocity ($VEL) podcast mentions

Timestamped Velocity ($VEL) mentions across our podcast corpus.

  1. No, listen, I share some of those libertarian ones where I'm like, "The free market will work it out." It's only 15 million people in this country who make under $15 an hour and who are impacted by the federal minimum wage, which has not moved in decades. If the president came out and just said, "Hey, we're going to increase the minimum wage by $1," federal minimum wage, which basically doesn't count for half the states because half the states have their own minimum, and it would just be a good faith thing to do. Hey, we're going to add a dollar a year for 7 years. We're going to get it to $15. What happens is all that money gets recirculated and it just creates more monetary velocity in the country. It all gets spent at the company. So it's a tragedy of the commons. One person doesn't want to pay this and another person doesn't. Look at what happened in Australia. Look at the Nordics when they raised—
    Jason Calacanis · All-In with Chamath, Jason, Sacks & Friedberg · AI Cyber Panic, Ken Griffin's Bubble Warning, The Fall of France? · 2026-10-23
  2. I think in SOX terms, and it's more like 500 on the, on the SOX. And, you know, just under that was the lows. So the general story has been one I keep talking about, which is May, June was the speculative peak in this area. We may never see it again. We may never see it again in the valuations. I'm not saying the prices, but in terms of the angle of ascent and the frenzy and all the rest of it. So it is kind of staying on this plateau to a fair degree. You see that the July puke in the end of the liquidation of Situational Awareness and everything. So it's hanging in there. It should bounce. Everyone keeps saying that it should bounce. History says we should get this bounce. If it doesn't, probably not great. And if it does, be suspect of it until it really gets us to escape velocity.
    Mike Santoli · Squawk on the Street · 9AM HOUR: SpaceX Surges on Q3 Beat and Musk Comments on Potential Tesla Merger, Netflix Slides 10/21/26 · 2026-10-21
  3. Yeah, it's spot on. It's the 80/20, right? Always applies. So, you know, 20% of the SKUs do 80% of the business. It's all about managing velocity, you know, scaling up systems and leveraging things like AI to help us deal with, you know, more customers faster without having to degrade service.
    Speaker E · TBPN · Calm Down Markets, Trevor Milton Has A Plane to Sell You, Jay Leno Live in The Ultradome | Alex Niehaus, Alex Blania, Nate Rempe, Connor Sweeney, Jay Leno · 2026-10-20
  4. Sure. I mean, the market's been showing that it's feeling these late-cycle tremors, right, where it's basically looking for quality earnings reliability, not earnings growth velocity as much. It doesn't want the companies that are consuming a ton of capital because guess what? The markets are now rationing capital to the more marginal raiser of it. So that's the hardware— the hardware trade, I think, is still dictating the direction of the rotational dynamics we're having here. The S&P 500 continues to kind of get off easy in some respects. We haven't had more than a 3% pullback over the last 6 months, but that's only because you've had some groups step up. And today it is defensive quality such as healthcare. In fact, if we take a look at semis, the SOX index versus healthcare over the last 6 months, you've now got healthcare overtaking semiconductors. So, you know, we can kind of keep it going this way for a little while. There is a bull case out there coming into this week which said positioning has definitely been reset.
    Mike Santoli · Squawk on the Street · 10AM Hour: Stocks Stage Midday Reversal, Starboard’s Jeff Smith, Predicting Netflix’s Post-Earnings Move 10/20/26 · 2026-10-20
  5. And, uh, like, the biggest volcano in the, in the solar system is on Mars. It's got all this, all this crazy stuff. Um, like, it's too light to be there. It's not dense enough to be a, to be a planet. So they're doing measurements and they, they get an estimate of how much— like, what does the asteroid belt weigh? And it's too light to be a planet. It's just too light. If there were a planet there, we should see all this, all this rocky mass, but it's only about 5% of what a planet would be. Later we learned that if a planet did explode 95% of it would reach escape velocity and would just go off into, you know, the rest of the solar system and beyond, and only about 5% would be left. And that's what's there. So a lot of it points to that. And there were some other scientists who had theories about how that Mars was destroyed by nuclear war.
    AJ Gentile · The Shawn Ryan Show · #349 AJ Gentile - Grand Canyon Conspiracies, AI Extinction and Nuclear War on Mars · 2026-10-19
  6. It depends on where it hit, because we have big impacts all the time, but they're usually in the ocean. And it's really hard to get through our atmosphere. Luckily, it's really— because it's our atmosphere, we feel like it's just air, but it's really like soup compared to, to space. So even a high-velocity object gets, gets torn up pretty bad when it gets into the atmosphere. Um, but if you had the right composition, like something heavy in iron and nickel, like if it's a comet, it's mostly just like a big snowball, we could probably handle most of that. But you get a comet that's heavy in metal, iron, nickel, or an asteroid that's heavy in metal, that's— that could be really dangerous.
    AJ Gentile · The Shawn Ryan Show · #349 AJ Gentile - Grand Canyon Conspiracies, AI Extinction and Nuclear War on Mars · 2026-10-19
  7. And even the S&P 500 has not really gotten escape velocity off of those levels so much. So, I mean, arguably we're doing fine on an index level, kind of absorbing a lot of that. But that was a $1,200 stock in June. I know.
    Mike Santoli · Squawk on the Street · Squawk on the Street 10/16/26 · 2026-10-16
  8. And even if, you know, at the times in which I feel formal about things, or, you know, I feel frustrated about the cadences, velocity, We shipped like 3 models in the past 5 days. You know, things happen, c'est la vie. We know things are under control. We know the progress. We know the progression. That's actually what makes me feel motivated. And that's also what makes me feel every time when people ask me, hey, you know, Richard, should I enter this industry or should I enter this journey? My answer is, why not? Right. It's a process. It's not about piggybacking. If you're piggybacking, you already get a lot of this because just as, you know, in software we have this notion that, you know, in open source, if you look at existing software repo, you get this amount of information. But if you look at all the changelist and release cadences people making before that, you have this amount of information. The current snapshot is only current snapshot.
    Richard Bian · ChinaTalk · Why a Chinese AI Lab’s Product Lead Thinks AGI is “Inevitable” | Richard Bian · 2026-10-16
  9. Sure, so a little bit of background before we get into the question. We are looking to move into grocery. So a big part of this year has been a reformulation. So we're pulling all the corn out of the product and moving into that shelf-stable packaging that takes us from 4 months to 18 months. We have a lot of interest from grocery stores, but creating velocity and moving product off a grocery shelf is fundamentally different than driving D2C sales. So how do we leverage the community and cultural relevance that we've spent the last 10 years building to drive grocery sales without cannibalizing our high margin D2C sales?
    Lindsay · How I Built This with Guy Raz · Advice Line with Tara Bosch of SmartSweets · 2026-10-15
  10. There are two questions there. One is One is when does the American ecosystem catch up? And then the other one is around the minimal capability thresholds for these models to be useful. On the catch-up phase, I think we're not far out. Just to give you a sense of the velocity here, we decided that we were training open models a year ago. We were 30 people. Then we assembled a team over the last year of 300 people, 200 of them on research and engineering for building these models, which is roughly the size that you need to actually train these things. It's like rocket ships, there's a lot of work to do. We scaled up the program and got our first large cluster in July. We pre-trained the model in July. We then trained it with synthetic data and then reinforcement learning throughout August, September, and launched it in the beginning of October.
    Misha Laskin · This Week in Startups · The Ex-DeepMind Researcher Taking On China’s Open Source AI · 2026-10-14
  11. Within 3 months of receiving a big cluster, we got something out that is a couple of months behind the Chinese OpenAI Frontier. I think the velocity is palpable, and I think you're starting to see an ecosystem of Western open models that's going to be coming out in Q4. Some other labs have been doing great work too. And what that means that I think that the, I mean, our adversaries, our competitors, right, are moving fast. But we're moving, you know, the ecosystem here is moving fast too. And I believe actually moving faster. So I think Q4, Q1 next year, you know, probably fully caught up at that point. And then you are kind of, sort of, you know, leapfrogging each other because again, these are very formidable competitors. I don't think that they're going to press the brakes at all.
    Misha Laskin · This Week in Startups · The Ex-DeepMind Researcher Taking On China’s Open Source AI · 2026-10-14
  12. Yeah, I mean, it's, it's been organic, but we are the top of funnel for every CPG brand, or we try to be, right? Whole Foods was it at some point. Totally. I have a background in CPG before this, and every brand wants to be in Erewhon. We like to remind people you can't make a business on 15 stores. Yeah, you have to grow from there. Yeah, but you can get the volume, the velocities that you can take in Erewhon and prove that to other retailers, other investors, etc. Yeah. And it's happened organically. We just have cachet of bringing in the best and the newest and knock on what everyone wants to be in Erewhon without us having to go out and forge all those brands today.
    Kabir Jain · TBPN · OpenAI Uncovers Spy Device, Apple x LG, Home Devices Tier List | Thomas Neckel, Kabir Jain, Danielle Axman, John Urschel, Nicolas Sharp, Jason Ballard, Erik Bernhardsson, Josh Tyrangiel, Aida Baradari · 2026-10-14
  13. then the last theme that we have is that, you know, we always lean towards wanting to take advantage of disruption, mostly in private markets where you can see big ebbs and flows in demand for different asset classes. And there we see a lot of disruption within private markets, private equity. Certainly there's been disruption in private credit, but the opportunity within private equity, we think, is to focus on smaller funds that are effectively selling into these big mega fund upmarket bids. The cost of capital, we think, is going to remain really high. Velocity of capital is going to remain very low, we think. So effectively a lot of dry powder. People have money to invest, but effectively nowhere to invest it because valuations remain high. So it opens up all these interesting opportunities in things like secondaries, like I mentioned, lower middle market.
    Cameron Dawson · Thoughtful Money with Adam Taggart · It's A New World Order For Markets | Cameron Dawson · 2026-10-13
  14. you have escape velocity. Yes.
    Jason Calacanis · This Week in Startups · The Gadget That's Better in Crowds Than Your Phone + Ring’s Founder Before Amazon Bought It | E2349 · 2026-10-12
  15. This is a great question, and it requires a fundamental rethink about new technology solutions and existing ones. So the days of a technology vendor dropping software on a health system, cutting a ribbon, and walking away are completely over. AI is a living organism. Models drift continuously as clinical population shifts and models and workflows constantly evolve. Post-go-live, a partner must remain accountable for continuous model validation and workflow adoption. If a model's accuracy degrades over time, or if our clinical or administrative teams start building manual workarounds to bypass the tool, the vendor must be in the trenches with us fixing it. If we share concrete workflow issues or performance degradation and we see zero roadmap velocity or improvement within a fixed amount of time, typically a few months, which is the amount of time it takes to validate a model, we pivot. Health systems shouldn't fund a vendor's R&D on our clinical time, on our patients' clinical time.
    Nirav Shah · Becker’s Healthcare Podcast · Scaling AI in Healthcare Through Better Data, Workflow and Trust with Nirav Shah · 2026-10-12