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		<title>Podcasting 2.0 June 5th 2026 Episode 262 - &quot;Podcleanse&quot;</title>
		<ownerName>Adam Curry</ownerName>
		<ownerEmail>adam@curry.com</ownerEmail>
		<dateModified>Fri, 05 Jun 2026 19:38:07 GMT</dateModified>
		<expansionState>1,14,16,19,22,43,46,49,58,62,67</expansionState>
		</head>
	<body>
		<outline text="Podcasting 2.0 June 5th 2026 Episode 262 - &quot;Podcleanse&quot;">
			<outline text="Dave and Adam are joined by John Spurlock and throw a big idea into the boardroom: The Podcast Data Collective" created="Fri, 05 Jun 2026 19:37:26 GMT"/>
			<outline text="Today">
				<outline text="Three weeks ago, Mike Dell helped Adam and Dave with the solution to the Secret Podcast Group. This week the &amp;lt;b&amp;gt;Alliance for Measurement in Podcasting (AMP)&amp;lt;/b&amp;gt; ratifies its framework — &amp;quot;four exposure definitions, no dissenting votes&amp;quot; — while Podcast Index Issue #775 chips away at the same problem in the open."/>
				<outline text="And PNWR confirms it: James and Sam open this week&amp;#x27;s Pod News Weekly Review by debating what counts as &amp;quot;an impression&amp;quot; and asking who&amp;#x27;s actually in the AMP council. Spotify yes, Acast no, Art19 missing, Apple already running their own version."/>
				<outline text="Meanwhile Captivate (owned by Global) launches &amp;lt;b&amp;gt;DAX US&amp;lt;/b&amp;gt;, the BBC commits year three of &amp;lt;b&amp;gt;Crossed Wires&amp;lt;/b&amp;gt;, YouTube Music adds podcast recommendations, and Tom Rossi presents Issue #775 at the London podcast show."/>
				<outline text="&amp;lt;i&amp;gt;Closed cabal vs open governance — who decides what counts as a podcast download in 2026? And what do we call the open-side answer? Matthew 5:6: &amp;quot;Blessed are they which do hunger and thirst after righteousness: for they shall be filled.&amp;quot; The Podcasting 2.0 Data Collective.&amp;lt;/i&amp;gt;"/>
				</outline>
			<outline text="We are the only boardroom that never meets in secret"/>
			<outline text="I&amp;#x27;m Adam Curry in the Heart of the Texas Hill Country"/>
			<outline text="And in Alabama, the man who holds all the power of Greystoke! — &amp;lt;i&amp;gt;Say hello to my Friend on the other End — Dave Jones!&amp;lt;/i&amp;gt;"/>
			<outline text="Download the mp3" type="link" url="https://op3.dev/e/mp3s.nashownotes.com/PC20-262-2026-06-05-Final.mp3"/>
			<outline text="Podcast Feed" type="link" url="http://mp3s.nashownotes.com/pc20rss.xml"/>
			<outline text="PodcastIndex.org" type="link" url="http://PodcastIndex.org"/>
			<outline text="Preservepodcasting.com" type="link" url="http://Preservepodcasting.com"/>
			<outline text="Check out the podcasting 2.0 apps and services newpodcastapps.com" type="link" url="http://newpodcastapps.com"/>
			<outline text="&amp;lt;i&amp;gt;Support us with your Time Talent and Treasure&amp;lt;/i&amp;gt;" type="link" url="https://www.paypal.com/donate/?token=m0z6N1K047lEsGvPDr3KMumKYHlUHRAdwPNY645UB0LR9fGf_OtpVByzHId7TEFYo9nXNS5aF33Zdjn9&amp;fromUL=true&amp;country.x=US&amp;locale.x=en_US"/>
			</outline>
		<outline text="Positioning">
			<outline text="The Podcast Index is here to preserve, protect and extend the open, independent podcasting ecosystem."/>
			<outline text="We do this by enabling developers to have access to an open, categorized index that will always be available for free, for any use."/>
			<outline text="Try a new podcast app today and see how much better the experience can be." type="link" url="http://newpodcastapps.com/"/>
			<outline text="Boost Bait" type="link" url="https://github.com/ablekirby/BoostBait"/>
			<outline text="Boostagrams numerology" type="link" url="https://github.com/Podnews-LLC/boostagram-numerology"/>
			<outline text="Curiocaster social data" type="link" url="https://podcastindex.social/web/@StevenB/108291023594361020"/>
			<outline text="What is &amp;lt;b&amp;gt;Value4Value&amp;lt;/b&amp;gt;? - Read all about it at Value4Value.info" type="link" url="https://Value4Value.info"/>
			<outline text="V4V Stats" type="link" url="https://stats.podcastindex.org/v4v"/>
			</outline>
		<outline text="Shownotes" _expanded="true">
			<outline text="-----------------------------------------------------------------------------------------------------------------------------------------"/>
			<outline text="John Spurlock - Guest" _expanded="true">
				<outline text="The man behind op3.dev and Livewire.io - From the Great State of New Jersey!"/>
				</outline>
			<outline text="-----------------------------------------------------------------------------------------------------------------------------------------"/>
			<outline text="01 - THE IMPRESSION HEIST — AMP TASK FORCE RATIFIES 4 EXPOSURE DEFINITIONS, NO DISSENTING VOTES" _expanded="true">
				<outline text="Podnews press release Jun 4: &amp;lt;b&amp;gt;AMP Task Force Introduces Cross-Platform Alternative to the Podcast &amp;quot;Download&amp;quot;&amp;lt;/b&amp;gt; — &amp;quot;unified impression guidance for audio and video, advancing impression-based measurement as the medium&amp;#x27;s primary transaction currency.&amp;quot;"/>
				<outline text="&amp;lt;b&amp;gt;Four exposure definitions ratified&amp;lt;/b&amp;gt;. JS Jun 4 quote: &amp;quot;the AMP Task Force ratified a new framework with four exposure definitions, with no dissenting votes.&amp;quot;"/>
				<outline text="Podcast Play: 30 seconds of content played, audio or video, once per user per session." _expanded="true">
					<outline text="Podcast Audience: The number of unique users who had a Podcast Play."/>
					<outline text="Ad Impression: A commercial begins playing for the user."/>
					<outline text="Ad Audience: The number of users exposed to an Ad Impression."/>
					</outline>
				<outline text="&amp;lt;b&amp;gt;They wanted to &amp;#x27;hasten the demand&amp;#x27;&amp;lt;/b&amp;gt;"/>
				<outline text="Backstory: AMP first emerged May 29 (Podnews) — same day PC20-261 aired — &amp;quot;to confront podcasting&amp;#x27;s measurement dilemma.&amp;quot;"/>
				<outline text="&amp;lt;b&amp;gt;@dave reaction&amp;lt;/b&amp;gt; Jun 4 16:12: &amp;quot;RE: [Podnews AMP story] More secretive, back room podcast &amp;#x27;industry&amp;#x27; nonsense.&amp;quot;"/>
				<outline text="&amp;lt;b&amp;gt;PNWR Jun 5 confirms the cabal-composition critique&amp;lt;/b&amp;gt; — James and Sam open the show debating AMP. James: &amp;quot;they also want to define what an impression is&amp;quot; + &amp;quot;we don&amp;#x27;t have a definition of podcast.&amp;quot; Sam: &amp;quot;I don&amp;#x27;t think podcasting is [defined], we can measure consumption.&amp;quot;"/>
				<outline text="&amp;lt;b&amp;gt;PNWR catches the gaps&amp;lt;/b&amp;gt; [0:09:00-0:09:30]: &amp;quot;Spotify yes, Acast no, Art19 missing… Apple is already doing that. Apple is already being cut [out].&amp;quot; Same observation @dave made — who&amp;#x27;s in the room and who isn&amp;#x27;t."/>
				<outline text="&amp;lt;b&amp;gt;@js replies @dave on AMP&amp;lt;/b&amp;gt; Jun 4: &amp;quot;@dave Dave there were no dissenting votes&amp;quot; — Mastodon-thread confirmation that JS + Dave are on the same page about the consensus-by-cabal red flag."/>
				<outline text="Discussion: V4V counter-thesis — No Agenda is value-for-value (no impressions, no exposures). Open standards vs industry cabals. PNWR is independent-podcaster-aligned; AMP is platform-aligned."/>
				<outline text="Podnews AMP Jun 4 press release" type="link" url="https://podnews.net/press-release/amp-task-force-download"/>
				<outline text="Podnews AMP origin May 29" type="link" url="https://podnews.net/press-release/alliance-for-measurement-in-podcasting"/>
				<outline text="@dave Jun 4 reaction post" type="link" url="https://podcastindex.social/@dave/116692717125539854"/>
				<outline text="JS Jun 4 quote post" type="link" url="https://podcastindex.social/@js/116692747536477877"/>
				<outline text="PNWR this week (Pod News Weekly Review)" type="link" url="https://podnews.net/podcast/pod-news-weekly-review"/>
				</outline>
			<outline text="-----------------------------------------------------------------------------------------------------------------------------------------"/>
			<outline text="02 - THE OPEN COUNTERPART — PODCAST INDEX ISSUE #775 (PNWR + @DAVE BOTH ON IT)">
				<outline text="&amp;lt;b&amp;gt;Issue #775 &amp;quot;Improving Client Identification in the Podcast Ecosystem&amp;quot;&amp;lt;/b&amp;gt; — opened May 30 by Tom Rossi (Buzzsprout). 25 comments in 6 days. Still OPEN, still arguing."/>
				<outline text="Problem statement: &amp;quot;podcast hosting providers have no reliable way to identify the application requesting media beyond the User-Agent header… User-Agent strings are entirely self reported and easy to spoof.&amp;quot;"/>
				<outline text="This is &amp;lt;i&amp;gt;the same problem AMP is trying to solve&amp;lt;/i&amp;gt; — but in the open, on GitHub, with public debate."/>
				<outline text="&amp;lt;b&amp;gt;PNWR ALSO covered #775 this week&amp;lt;/b&amp;gt; [1:35:40-1:43:00 in the AI corner segment]. James: &amp;lt;i&amp;gt;&amp;quot;Tom presented [the idea] at the London podcast show… Tom is trying to make it so [there&amp;#x27;s a way to verify the client].&amp;quot;&amp;lt;/i&amp;gt;"/>
				<outline text="&amp;lt;b&amp;gt;PNWR&amp;#x27;s DKIM analog framing&amp;lt;/b&amp;gt;: &amp;quot;DKIM essentially is a piece of security which proves that [an email] is from me using a public and private key… in order to download files.&amp;quot; Same crypto-signature primitive in #775."/>
				<outline text="PNWR notes the dissent: &amp;lt;i&amp;gt;&amp;quot;a lot of people who are jumping up and down… some have this sort of religious belief that we shouldn&amp;#x27;t be [signing requests]… put it in mobile apps in the code base [is the rub].&amp;quot;&amp;lt;/i&amp;gt;"/>
				<outline text="Sponsor-flex disclosure: &amp;lt;i&amp;gt;&amp;quot;comes from our sponsor Buzzsprout, is an idea that I [support]&amp;quot;&amp;lt;/i&amp;gt; — PNWR transparent that Tom Rossi is Buzzsprout. Editorial honesty under the consensus debate."/>
				<outline text="&amp;lt;b&amp;gt;@dave on the technical merits&amp;lt;/b&amp;gt; (Jun 1): &amp;quot;HTTP signatures on podcast media download requests… requires lots of careful thought to avoid bad outcomes. But, at the moment at least, I do feel it would be use[ful].&amp;quot;"/>
				<outline text="@dave lived experience: &amp;quot;I fight bots and dishonest user-agent strings on podcast index multiple days per week, every week.&amp;quot;"/>
				<outline text="&amp;lt;b&amp;gt;@dave on open vs closed governance&amp;lt;/b&amp;gt; (Jun 3): &amp;quot;Discussions/debates like this being hashed out in the open are so refreshing and beneficial. For way too many years podcasting tech has been infected with secret slack channels and Telegram groups driving [decisions].&amp;quot;"/>
				<outline text="Issue #775 — Improving Client Identification" type="link" url="https://github.com/Podcastindex-org/podcast-namespace/issues/775"/>
				<outline text="Tom Rossi (issue author, Buzzsprout)" type="link" url="https://github.com/tomrossi7"/>
				</outline>
			<outline text="-----------------------------------------------------------------------------------------------------------------------------------------"/>
			<outline text="03 - THE WHY BEHIND IMPRESSIONS — &amp;quot;THE FIRST FOUR AND A HALF MINUTES&amp;quot;" _expanded="true">
				<outline text="&amp;lt;b&amp;gt;JS Spurlock Jun 4 19:55&amp;lt;/b&amp;gt; — the limited-series pitch: &amp;quot;Someone make a limited series called &amp;#x27;The first four and a half minutes&amp;#x27; — wherein podcast ad experts tell the story of the first 4:30 of popular podcasts that are nothing but ads, using actual backend data. Who bids for these, how much? Who listens to these other than listeners strapped to a table?&amp;quot;"/>
				<outline text="This IS the why behind impression-based measurement: ads at the front of the file are NOT being LISTENED TO. They’re just being delivered. So the industry needs a metric that counts the DELIVERY, not the listening."/>
				<outline text="&amp;lt;b&amp;gt;JS Jun 4 16:43 — the terminology shift&amp;lt;/b&amp;gt;: &amp;quot;I&amp;#x27;ll be using &amp;#x27;exposure&amp;#x27;-based terminology much more in the future when talking about ads — feels tonally more accurate than the benign-to-slightly-positive-sounding &amp;#x27;impression&amp;#x27;.&amp;quot;"/>
				<outline text="&amp;lt;b&amp;gt;Concrete exhibit — @dave Jun 4 13:45&amp;lt;/b&amp;gt;: &amp;quot;iHeart is stuffing their podcasts to the brim with ads.&amp;quot; + &amp;quot;Ed Zitron&amp;#x27;s podcast is great but the ad to content ratio is off the chart. There is probably 8 minutes of ads in a 20 minute podcast.&amp;quot;"/>
				<outline text="&amp;lt;b&amp;gt;PNWR&amp;#x27;s concrete exhibit — DAX US&amp;lt;/b&amp;gt; (just-launched Captivate/Global ad marketplace) — see Topic 04 below. PNWR walks through how the new platform measures, targets, and bills for impressions. That&amp;#x27;s the IRL impression economy AMP is trying to standardize."/>
				<outline text="&amp;lt;b&amp;gt;The CPM unitless joke&amp;lt;/b&amp;gt; — JS Jun 4 20:34: &amp;quot;&amp;#x27;CPM&amp;#x27; just made me smile — &amp;#x27;cost per thousand&amp;#x27; per thousand what? ambiguity is baked into the core metric, it&amp;#x27;s unitless really should be CPMI.&amp;quot;"/>
				<outline text="@dave iHeart Jun 4" type="link" url="https://podcastindex.social/@dave/116692140484023253"/>
				<outline text="@dave Zitron ad ratio Jun 4" type="link" url="https://podcastindex.social/@dave/116692139196512347"/>
				<outline text="JS &amp;quot;first 4:30&amp;quot; series Jun 4" type="link" url="https://podcastindex.social/@js/116691997939134758"/>
				<outline text="JS &amp;quot;exposure&amp;quot; terminology Jun 4" type="link" url="https://podcastindex.social/@js/116692837513437760"/>
				</outline>
			<outline text="-----------------------------------------------------------------------------------------------------------------------------------------"/>
			<outline text="04 - THE PODCASTING 2.0 DATA COLLECTIVE — THE OPEN ANSWER TO AMP" _expanded="true">
				<outline text="&amp;lt;b&amp;gt;The Podcasting 2.0 Data Collective&amp;lt;/b&amp;gt; — the open, V4V-aligned answer to the AMP cabal. Not a consortium with ratified definitions and trade-press releases. A collective of open tools and honest sentinels: OP3 for analytics, Podverse + newpodcasts.net for corpus data, Podcast Index for the namespace, Issue #775 for client identification done right."/>
				<outline text="&amp;lt;b&amp;gt;Matthew 5:6&amp;lt;/b&amp;gt; (KJV): &amp;quot;Blessed are they which do hunger and thirst after righteousness: for they shall be filled.&amp;quot; The verse that frames the work. Open data, transparent measurement, value-for-value — righteousness in podcast governance. Those who hunger for it are the ones who&amp;#x27;ll be filled. The AMP cabal trades righteousness for an ad-tech seat at the table; the Data Collective just keeps the lights on."/>
				<outline text="&amp;lt;b&amp;gt;THE CHARTER — Adam&amp;#x27;s working document, June 5 2026&amp;lt;/b&amp;gt;" _expanded="true">
					<outline text="&amp;lt;b&amp;gt;We hold more power than we give ourselves credit for.&amp;lt;/b&amp;gt;"/>
					<outline text="&amp;lt;b&amp;gt;Definition of a Podcast: Syndicated delivery of media files with precise consumption data for all stakeholders.&amp;lt;/b&amp;gt;"/>
					<outline text="What we brought in (the Podcasting 2.0 namespace contributions):" _expanded="true">
						<outline text="Transcripts"/>
						<outline text="Chapters"/>
						<outline text="Funding (V4V)"/>
						<outline text="Person"/>
						<outline text="Location"/>
						<outline text="…etc."/>
						</outline>
					<outline text="&amp;lt;b&amp;gt;Statistical relevance:&amp;lt;/b&amp;gt; Advertising is based on percentages. Collectively we have about 10% of all apps — statistically enough to be relevant."/>
					<outline text="&amp;lt;b&amp;gt;Godcaster app tracing proves we can measure important metrics.&amp;lt;/b&amp;gt;"/>
					<outline text="Data to aggregate and display:" _expanded="true">
						<outline text="Follows"/>
						<outline text="Plays per episode"/>
						<outline text="Completion rate by time"/>
						</outline>
					<outline text="&amp;lt;b&amp;gt;Strategy:&amp;lt;/b&amp;gt;" _expanded="true">
						<outline text="Become the authoritative source by publishing open stats"/>
						<outline text="Monetize"/>
						</outline>
					<outline text="&amp;lt;b&amp;gt;We will not be loved initially by the industry, because we will have the truth.&amp;lt;/b&amp;gt;"/>
					<outline text="Advertisers will love us though, as will Podcasters."/>
					<outline text="&amp;lt;b&amp;gt;Monetization:&amp;lt;/b&amp;gt;" _expanded="true">
						<outline text="Data subscriptions"/>
						<outline text="Resellers (DJL)"/>
						<outline text="Ad Networks"/>
						<outline text="Podcasters themselves (consideration)"/>
						</outline>
					<outline text="Podcast Index has built the trust needed to house this data."/>
					<outline text="We already have a data exchange relationship with the apps."/>
					<outline text="&amp;lt;b&amp;gt;op3.dev is critical in this equation to offset the old system for correlation.&amp;lt;/b&amp;gt;"/>
					</outline>
				<outline text="&amp;lt;b&amp;gt;OP3 full podcast support landed this week&amp;lt;/b&amp;gt; [PNWR 1:53:00-1:54:30] — OP3.dev now has full episode-level + show-level analytics support for podcasts. Spec work also moving on private feeds (insecure feeds spec). Direct relevance to V4V infrastructure."/>
				<outline text="&amp;lt;b&amp;gt;@dave → @james Jun 5 11:50&amp;lt;/b&amp;gt;: &amp;quot;Do you have the daily lists that show up on newpodcasts.net available anywhere as a download? I&amp;#x27;d love the full, historical list of feed urls that have appeared there if possible.&amp;quot; Open-data request — corpus curation theme."/>
				<outline text="&amp;lt;b&amp;gt;@dave → @mitch May 30&amp;lt;/b&amp;gt;: &amp;quot;Would you be able to send me a flat list of all the feed urls in Podverse which have more than X number of subscribers/followers? Let&amp;#x27;s say more than 5?&amp;quot; Podverse data request — corpus quality."/>
				<outline text="&amp;lt;b&amp;gt;Anchor FM RSS restoration request&amp;lt;/b&amp;gt; — Fri 11:01 email to NA inbox (Lusso Lets). Listener can&amp;#x27;t retrieve feed data from Podcast Index. Adjacent infra beat — the unsung user-facing pain of corpus indexing."/>
				<outline text="Discussion: corpus curation as a steady-state job (Dave&amp;#x27;s sentinel work) vs measurement standards (the AMP cabal) — which one keeps the ecosystem honest? The Data Collective doesn&amp;#x27;t ratify, it just shows up to maintain. Hunger and thirst. They shall be filled."/>
				<outline text="OP3.dev — open podcast analytics" type="link" url="https://op3.dev/"/>
				</outline>
			<outline text="-----------------------------------------------------------------------------------------------------------------------------------------"/>
			<outline text="05 - CAPTIVATE LAUNCHES DAX US — THE IMPRESSION ECONOMY IRL">
				<outline text="&amp;lt;b&amp;gt;PNWR headline topic #1 this week&amp;lt;/b&amp;gt; — Captivate (Global-owned podcast host) launches DAX US, the US ad marketplace for podcast monetization."/>
				<outline text="PNWR [0:18:00-0:34:00]: &amp;lt;i&amp;gt;&amp;quot;Captivate was bought by Global a few years [back]… now Captivate and DAX US. What we&amp;#x27;re launching there is actually this [marketplace where] anyone qualifies to go into the ad marketplace.&amp;quot;&amp;lt;/i&amp;gt;"/>
				<outline text="Targeting promise: &amp;lt;i&amp;gt;&amp;quot;allow for contextual and brand suitability targeting for advertisers… within that radius and in that catchment area.&amp;quot;&amp;lt;/i&amp;gt; Geo + contextual + brand-fit — programmatic-grade. "/>
				<outline text="&amp;lt;i&amp;gt;&amp;quot;Hosting companies in [the past] have been moving lower and lower.&amp;quot;&amp;lt;/i&amp;gt; Translation: hosting margins compressed → ad-tech-stack-as-monetization is the new hosting margin play."/>
				<outline text="Partner stack: &amp;lt;i&amp;gt;&amp;quot;PodScribe becoming a mainstay in the U.S. agencies&amp;quot;&amp;lt;/i&amp;gt; — PodScribe is the IAB-accredited measurement layer Captivate plugs into."/>
				<outline text="&amp;lt;b&amp;gt;Discussion bait&amp;lt;/b&amp;gt;: Captivate is Adam-adjacent (the indie-friendly host). Global is a UK ad-radio giant. DAX is the ad marketplace AMP is trying to standardize ABOVE. So Captivate/Global ate Acast&amp;#x27;s lunch upstream — does AMP just bless the existing ad-tech consolidation?"/>
				<outline text="&amp;lt;i&amp;gt;&amp;quot;All looking at, I think, the best way that we…&amp;quot;&amp;lt;/i&amp;gt; [PNWR cliffhanger 0:31:39] — the interview pivots to &amp;quot;what is a podcast?&amp;quot; definitional grenade."/>
				<outline text="Captivate Audio" type="link" url="https://www.captivate.fm/"/>
				<outline text="DAX US (Global)" type="link" url="https://globalplayer.com/advertising/dax/"/>
				<outline text="PodScribe (measurement partner)" type="link" url="https://www.podscribe.com/"/>
				</outline>
			<outline text="-----------------------------------------------------------------------------------------------------------------------------------------"/>
			<outline text="06 - BBC GOES ALL-IN ON CROSSED WIRES YEAR 3 — IPLAYER DEAL + &amp;quot;EDINBURGH OF PODCASTING&amp;quot;">
				<outline text="&amp;lt;b&amp;gt;PNWR headline topic #2 this week&amp;lt;/b&amp;gt; — Year 3 of BBC &amp;lt;b&amp;gt;Crossed Wires&amp;lt;/b&amp;gt; podcast festival in Sheffield (not London — &amp;quot;the Edinburgh of podcasting&amp;quot; framing)."/>
				<outline text="PNWR [1:09:00-1:31:00]: &amp;lt;i&amp;gt;&amp;quot;We&amp;#x27;ve struck a deal with BBC iPlayer… newscasts and shows like that, but also commercial.&amp;quot;&amp;lt;/i&amp;gt; BBC commits to podcast-as-video distribution."/>
				<outline text="Festival programming: Greg James and Michael Palin in 400-cap theatre (then doubled). Joe Wiley. &amp;quot;Gardner&amp;#x27;s [Question Time].&amp;quot; Big legacy BBC names headlining."/>
				<outline text="&amp;lt;i&amp;gt;&amp;quot;This isn&amp;#x27;t podcasting [strictly]. You can be entertained by just watching two [people in a studio]&amp;quot;&amp;lt;/i&amp;gt; — live podcasting as theatre/spectacle. Format pivot from audio-only to live-show."/>
				<outline text="Persephoneca (the company behind Crossed Wires) — represented by WME. &amp;lt;i&amp;gt;&amp;quot;We don&amp;#x27;t call ourselves a production company anymore. We are an [entertainment company].&amp;quot;&amp;lt;/i&amp;gt; Production-co to entertainment-co positioning."/>
				<outline text="&amp;lt;b&amp;gt;Discussion bait&amp;lt;/b&amp;gt;: Public broadcaster (BBC) commits HARD to podcast format and live festival — same week the AMP cabal forms to standardize impression measurement for the AD-TECH side. Two divergent futures for podcasting. Which one is V4V-friendly?"/>
				<outline text="Parasocial framing: &amp;lt;i&amp;gt;&amp;quot;What we&amp;#x27;ve recreated [with video] is the parasocial relationship… we&amp;#x27;re not on web cameras, we&amp;#x27;re in a 90s retro office set.&amp;quot;&amp;lt;/i&amp;gt;"/>
				<outline text="Crossed Wires Festival (Sheffield)" type="link" url="https://crossedwiresfestival.com/"/>
				<outline text="Persephoneca (production co)" type="link" url="https://www.persephonica.com/"/>
				<outline text="BBC iPlayer" type="link" url="https://www.bbc.co.uk/iplayer"/>
				</outline>
			<outline text="-----------------------------------------------------------------------------------------------------------------------------------------"/>
			<outline text="07 - STREAMING CONSOLIDATION — YOUTUBE MUSIC + TUBI + NETFLIX ALL WANT &amp;quot;PODCAST&amp;quot;">
				<outline text="&amp;lt;b&amp;gt;YouTube Music adds podcast recommendations&amp;lt;/b&amp;gt; [PNWR 0:43:00-0:46:30]: podcast-like controls now in YouTube Music app. &amp;quot;800 million hours of podcasts from YouTube premium users&amp;quot; claimed — PNWR called out the contempt-marketing tone."/>
				<outline text="&amp;lt;b&amp;gt;Tubi + SiriusXM deal&amp;lt;/b&amp;gt; [PNWR 0:55:00-0:57:00]: &amp;lt;i&amp;gt;Conan O&amp;#x27;Brien Needs a Friend, Rotten Mango, What Now? with Trevor Noah&amp;lt;/i&amp;gt; — all going video on Tubi (Fox-owned). Shared between Tubi and SiriusXM."/>
				<outline text="&amp;lt;b&amp;gt;&amp;quot;First podcast on Netflix&amp;quot;&amp;lt;/b&amp;gt;: &amp;lt;i&amp;gt;The Rest is Football&amp;lt;/i&amp;gt; — UK Goalhanger podcast added to Netflix. PNWR: &amp;quot;Is this the first podcast on Netflix which is [exclusive]?&amp;quot;"/>
				<outline text="&amp;lt;b&amp;gt;Discussion bait&amp;lt;/b&amp;gt;: every legacy streamer is now a &amp;quot;podcast platform.&amp;quot; When the term &amp;quot;podcast&amp;quot; describes Netflix exclusives and Tubi video shows, what does &amp;quot;open podcasting&amp;quot; even mean? V4V + RSS-first thesis stays load-bearing precisely because of this."/>
				<outline text="&amp;lt;b&amp;gt;The grudging upside on YouTube&amp;lt;/b&amp;gt; — @js Jun 4: &amp;quot;@dabluck lol for all of the weird pretzels youtube makes its publishers twist themselves into in order to be shown, a net-positive one is that videos are forced to get to the point - immediately - right up front.&amp;quot; Inverse of the &amp;quot;first 4:30 of ads&amp;quot; thesis — YouTube&amp;#x27;s algo enforces what podcasting (with its audio-fronted-ads) has failed to."/>
				<outline text="YouTube Music" type="link" url="https://music.youtube.com/"/>
				<outline text="Tubi (Fox)" type="link" url="https://tubitv.com/"/>
				<outline text="Goalhanger — The Rest is Football" type="link" url="https://www.goalhangerpodcasts.com/"/>
				</outline>
			<outline text="-----------------------------------------------------------------------------------------------------------------------------------------"/>
			<outline text="08 - SUPPLY CHAIN SECURITY — VS CODE DELAYS, PHP FOUNDATION, SLSA LEVEL 3 IS NOT ENOUGH">
				<outline text="&amp;lt;b&amp;gt;Continuing arc from PC20-261&amp;lt;/b&amp;gt; — Dave&amp;#x27;s package-manager-supply-chain-attacks thesis &amp;quot;OSS weaponized by AI.&amp;quot; New items this cycle."/>
				<outline text="&amp;lt;b&amp;gt;VS Code 2-hour extension update delay&amp;lt;/b&amp;gt; — JS Jun 4 19:53: &amp;quot;latest VS Code now applies a two-hour delay before automatically updating extensions, except from &amp;#x27;trusted publishers such as Microsoft, GitHub, and OpenAI&amp;#x27;.&amp;quot; + &amp;quot;obviously a small improvement to try and deal with future supply chain attacks in what are probably tasty targets: vscode extensions.&amp;quot;"/>
				<outline text="&amp;lt;b&amp;gt;PHP Foundation Ecosystem Security Team&amp;lt;/b&amp;gt; — @dave May 31 reblog with quote: &amp;quot;PHP is foundational to the modern web, and ensuring its security is essential for a significant portion of the web&amp;#x27;s functionality and integrity.&amp;quot;"/>
				<outline text="&amp;lt;b&amp;gt;SLSA Build Level 3 npm attack&amp;lt;/b&amp;gt; — @dave May 21: &amp;quot;first documented npm supply chain attack shipping malware with valid SLSA Build Level 3 provenance, so &amp;#x27;has provenance&amp;#x27; no longer means &amp;#x27;not malicious&amp;#x27;.&amp;quot;"/>
				<outline text="&amp;lt;b&amp;gt;5,700+ commits in 6 hrs&amp;lt;/b&amp;gt; — @dave May 22: &amp;quot;5,700+ commits in six hours, 5,561 repositories, one payload: replace a GitHub Actions workflow with a dormant secret exfiltration backdoor.&amp;quot;"/>
				<outline text="VS Code 1.123 release notes — delayed extension auto-updates" type="link" url="https://code.visualstudio.com/updates/v1_123#_delayed-extension-autoupdates"/>
				<outline text="PHP Foundation Ecosystem Security Team" type="link" url="https://thephp.foundation/blog/2026/05/18/announcing-ecosystem-security-team/"/>
				<outline text="SLSA Build Level 3 npm attack diary" type="link" url="https://isc.sans.edu/diary/TeamPCP+Supply+Chain+Campaign"/>
				<outline text="5,700+ commit dormant backdoor — safedep" type="link" url="https://safedep.io"/>
				</outline>
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			<outline text="09 - AI BUBBLE PC20-FLAVOR — TOTO CHUCKS, MOTHER COMPUTERS, &amp;quot;NO &amp;#x27;I&amp;#x27;, ONLY MATH&amp;quot;">
				<outline text="&amp;lt;b&amp;gt;Toto AI ceramic electrostatic chucks&amp;lt;/b&amp;gt; — JS Jun 4 16:50, Futurism: &amp;quot;Toto&amp;#x27;s main contribution to the AI market revolves around the production of electrostatic chucks. The vast majority of e-chucks are made of ceramic — hence Toto&amp;#x27;s seemingly random decision to add them to its portfolio.&amp;quot; Surreal AI-adjacent industry consolidation: the toilet company now sells AI infrastructure."/>
				<outline text="&amp;lt;b&amp;gt;@dave &amp;quot;Mother computers&amp;quot;&amp;lt;/b&amp;gt; — Jun 4 16:22: &amp;quot;We always looked at computers in 80&amp;#x27;s sci-fi movies like Aliens, with their natural language intelligence bound to a CLI interface as an anachronism. Looks like it really was the future after all. A decade from now we may all have &amp;#x27;Mother&amp;#x27; computers on our desk.&amp;quot;"/>
				<outline text="&amp;lt;b&amp;gt;@dave on Pi coding agent vs Claude Code&amp;lt;/b&amp;gt; — May 29 16:49: &amp;quot;The Pi coding agent shows you all the sausage being made (reasoning/thinking blocks) that Claude Code hides from you. The same sort of basic, repeated mistake -&amp;gt; recovery loops are constant noise and show how fragile the whole thing is.&amp;quot;"/>
				<outline text="&amp;lt;b&amp;gt;@dave on what makes AI work&amp;lt;/b&amp;gt; — May 29 16:53: &amp;quot;The only reason it produces workable code in the end is that code is testable. It either lints/runs and conforms to a deterministic output or it doesn&amp;#x27;t. Almost nothing else works that way. The world outside of coding and math is squishy.&amp;quot;"/>
				<outline text="&amp;lt;b&amp;gt;@dave thesis quip&amp;lt;/b&amp;gt; — May 28: &amp;quot;There is no &amp;#x27;I&amp;#x27;. Only math.&amp;quot;"/>
				<outline text="Futurism — Toto AI bubble article (JS link)" type="link" url="https://futurism.com/future-society/ai-bubble-surreal-toilet-industry-toto"/>
				<outline text="&amp;lt;b&amp;gt;Clips available from NA-1874 (carry-forward — 22 clips staged in /03 AI-BUBBLE/ for board-meeting discussion):&amp;lt;/b&amp;gt;">
					<outline text="&amp;lt;b&amp;gt;00 ai-cognition-cmu-ucla&amp;lt;/b&amp;gt;">
						<outline text="KTLA — CMU/UCLA: AI use 10-15 min reduces persistence, cognitive decline profound + difficult to reverse"/>
						</outline>
					<outline text="&amp;lt;b&amp;gt;01 anthropic-ipo&amp;lt;/b&amp;gt;">
						<outline text="Rooney CNBC — Anthropic S-1 CONFIDENTIALLY filed, OpenAI rivalry, SpaceX 965B financing"/>
						<outline text="Rooney CNBC — LAUGH TELLS on Altimeter/Sequoia &amp;quot;strong hands,&amp;quot; Altman + Amadei NOT holding hands"/>
						</outline>
					<outline text="&amp;lt;b&amp;gt;02 florida-sues-openai&amp;lt;/b&amp;gt;">
						<outline text="13News — Florida AG Uthmeier sues OpenAI/Sam Altman re: FSU mass shooting suspect &amp;quot;Phoenix Ignor&amp;quot; ChatGPT planning attack"/>
						</outline>
					<outline text="&amp;lt;b&amp;gt;03 jensen-rtx-spark&amp;lt;/b&amp;gt; (the Mother-computers exhibit)">
						<outline text="Jensen Nvidia — 3 revolutionary Windows machines (desktop/laptop/workstation), 100% CUDA, MSI"/>
						<outline text="Jensen Nvidia — 24-7 meter-free &amp;quot;lobster water heater&amp;quot; AI agent, Nemotron, DGX Station 768GB / 20 petaflops on desk"/>
						<outline text="Jensen Nvidia — AI supercomputer-in-your-house theory, phone analogy, 10-yr home-theater agent vision"/>
						</outline>
					<outline text="&amp;lt;b&amp;gt;04 msm-multi&amp;lt;/b&amp;gt; (chorus — the AI-bubble chorus)">
						<outline text="Casar CNBC — AI token tax, mass unemployment, super-PACs spending 100M to silence reps"/>
						<outline text="Sacks All-In — Jevons paradox, knowledge workers, radiologists, AI creates jobs not destroys"/>
						<outline text="&amp;lt;b&amp;gt;Gurley All-In — Anthropic Dr. Frankenstein theory, &amp;quot;midwifing a deity,&amp;quot; Machines of Loving Grace, Prometheus narcissism&amp;lt;/b&amp;gt; (&amp;lt;i&amp;gt;perfect for Dave&amp;lt;/i&amp;gt;)"/>
						</outline>
					<outline text="&amp;lt;b&amp;gt;05 stargate-michigan&amp;lt;/b&amp;gt;">
						<outline text="Faber CNBC — Whitmer + Stargate Michigan, values, union labor, closed-loop water, DTE grid"/>
						<outline text="Faber CNBC — Whitmer cannot let China dominate AI, hot on our bumper, farmland water, 2500 workers"/>
						<outline text="Faber CNBC — Whitmer: AI not going to replace human intelligence, Congress ethical rules"/>
						<outline text="Faber + Demare BoA — 144A debt, $30-50B range, incredible capital needs, borrowers low in debt"/>
						</outline>
					<outline text="&amp;lt;b&amp;gt;06 zitron-bloomberg&amp;lt;/b&amp;gt; (the bear-side chorus)">
						<outline text="Zitron — bulls conflate semiconductor rally, Anthropic + Musk manipulated ROI, Uber"/>
						<outline text="Zitron — winners: Jensen + construction; Altman/Amadei billionaires, S-1 massacre, OpenAI 20B"/>
						<outline text="Zitron — &amp;quot;rot.com bubble,&amp;quot; hyperscalers no hypergrowth, Meta no plan, Twilight Zone scary child"/>
						<outline text="Zitron — Apple Intelligence: largest-scale anti-tech radicalization in history, losing proposition"/>
						<outline text="&amp;lt;b&amp;gt;Zitron — OpenAI + Anthropic should NOT be allowed to go public, dangerous lossy sink, 401k&amp;lt;/b&amp;gt; (&amp;lt;i&amp;gt;closer&amp;lt;/i&amp;gt;)"/>
						</outline>
					<outline text="&amp;lt;b&amp;gt;07 trump-ai-exec-order-gov-review&amp;lt;/b&amp;gt;">
						<outline text="NPR Morning Edition — Trump signs order requesting AI companies submit products for gov review (3 cuts)"/>
						</outline>
					</outline>
				</outline>
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			<outline text="10 - QUIPS / TRANSITIONS">
				<outline text="@dave May 31: &amp;quot;&amp;#x27;You either die a software hero or you live long enough to start enshittification.&amp;#x27; --Some guy on Reddit&amp;quot;"/>
				<outline text="@dave May 28: &amp;quot;There is no &amp;#x27;I&amp;#x27;. Only math.&amp;quot;"/>
				<outline text="@dave May 22: &amp;quot;Did that really need an adverb?&amp;quot;"/>
				<outline text="@dave May 22: &amp;quot;Just another day in paradise.&amp;quot;"/>
				<outline text="JS Jun 4: &amp;quot;globally unique, guys - it&amp;#x27;s takena guid for the ages&amp;quot;"/>
				<outline text="JS Jun 4 20:34 on CPM: &amp;quot;&amp;#x27;CPM&amp;#x27; just made me smile — &amp;#x27;cost per thousand&amp;#x27; per thousand what? ambiguity is baked into the core metric, it&amp;#x27;s unitless really should be CPMI&amp;quot;"/>
				<outline text="PNWR Sam Jun 5: &amp;quot;in front of a microphone and it comes out every [week]&amp;quot; — Sam&amp;#x27;s working definition of &amp;quot;podcast&amp;quot; mid-AMP-debate"/>
				</outline>
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	</opml>
