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Dan Michaels

Writer

Aug 6, 2026

38:42
So it kind of, kind of touch on that.
38:45
Yeah, it's, it's, that's where the money's at.
38:48
You know, People get all gung ho about going out and plowing.
38:51
I'm like, man, I'd rather go out.
38:52
So I can do my whole route and, you know, two hours to, you know, 30 hours of plowing.
38:59
I think when I talked to you, we had just got hit with 13 or 14 inches of snow.
39:05
And in the 20, 27 years.
42:43
But snow, some guys can make... really really really really good money uh doing that just that short period of time though but it's getting into that commercial game uh dan and tessa can you touch on that because with the commercial game and even with your get in for the commercial mowing though too i think with this the best way to do it is go door to door with like get into that business say hey i am evan linman here i'm getting into the snow game just just wanted to just say hey just to let you know that i'm doing this and really sell that personality and then get the account though but there's a lot of stuff and uh things you have to navigate through with uh uh slip and falls so uh touch on how you've marketed your commercial side of the snow because that's probably where all your money is sure resis are nice but it's probably all the commercial
2:44
Those are the interceptors that Ukraine's critically low on and that they need to defend against Russian missiles.
2:49
What Ukraine wants to do is hit the missile launch locations that Russia is using to strike innocent civilians in Ukrainian cities.
3:00
The Ukrainians don't want to hit Russian cities like the Russians are doing, so it's sort of a defensive offense, and Trump seems to have come around to this, in part because Ukraine has seized the initiative on the battlefield in Ukraine.
3:23
Where does this relationship stand? What does it look like at the end of this summit?
3:27
The Europeans are doing what Trump says he wants them to do, but he still gives them a hard time for not offering to help in the war with Iran.
3:37
So the Europeans still scratch their heads and are worried about which President Trump they're going to get on any day, the one who is very lovey-dovey and as he was today, uh, saying how much the Europeans love him and he loves them, or the one who criticizes and lambastes the Europeans, as he also did today.
16:34
With all that in mind, could you tell us about the vision for the shops at Northfield and what that says about not only your strategy, but also opportunity in this sector?
16:47
Yeah, listen, what's interesting about retail, as I'm sure some or most may know at this point, is that there has been 0.0 new development of retail over the past decade post kind of e-commerce boom.
17:01
And so what you're seeing is, despite all the fears, is incredible supply demand imbalances where good centers are getting better.
17:09
But the product is still stuck in the 90s because no one's built anything since then.
17:15
And so you have these open-air centers built in the 90s, for the most part stuck in the 90s in terms of design, in some respects the tenancy as well, in markets that have continued to evolve.
17:28
So when this was built, this was built on the former Stapleton Airport in Denver, and none of the housing existed.
17:35
It was an old Forest Cities project that was acquired by a pension fund in Australia and And all around it, Brookfield was building housing, but it hadn't yet fully formed out.

6 MINS LATER

23:30
Now, you have a degree in finance and accounting from the Wharton School, but when did real estate get on your radar? Were you interested in the business from the get-go? Was it an evolution? How did all that come about?
1:32
Dan, what have you found?
1:34
There's been a lot of discussion about AI in the military recently because of the fight between Defense Secretary Hegseth and Anthropic, one of the big AI companies.
1:45
One of the things I've been trying to get my head around is what exactly is the military using AI for? Anyone following the war in Ukraine may have caught wind of drones using to coordinate among themselves.
2:01
So I was wondering, is this all about essentially killer robots? But the fact is, it's not.
2:08
That is one very small use and much more for the future than the present.
2:14
Really, for the military, what they're using AI for is not that different from what businesses and people are using AI for.
2:22
For labor-intensive, time-intensive tasks, behind the scenes, kind of the military back office work.
4:25
However, is it possible here that AI is to blame for that likely strike on a school in Tehran?
4:53
So what is it about Greenland that makes it so appealing to Trump and the U.S.?
4:58
So let's start with the map.
5:01
Most people know a wall map of the world where Greenland looks enormous and is kind of far away.
5:08
On a globe, Greenland's slightly smaller, still really big, but it's a lot closer to Canada, kind of north of the east coast of the U.S., and if you were to continue going, you would actually go over the pole to Russia, and between is the Arctic Ocean.
5:23
So the concern is Russian and maybe even Chinese submarines and ships in the Arctic Ocean, and also potentially Russian and maybe Chinese intercontinental ballistic missiles in flying over Greenland toward North America.
5:42
So the U.S. has for a long time had bases in Greenland to protect against things like this.
5:49
Currently, the one base in Greenland is a Space Force base that's looking in the skies for potential incoming missiles.
6:58
I mean, Greenlanders are not used to this kind of geopolitical intrigue, are they? This would seem to be very unusual for them.
6:59
And is data and the importance of data nowadays what makes these tech brands so well-suited to helping in modern warfare?
7:08
Precisely, these are the companies that for (laughs) decades now have been learning the science and the craft of moving vast amounts of data across networks and, uh, crunching through it.
7:23
So one of the companies that I looked at in my article is Nokia, which most people probably will remember from their handsets that just about everybody had in the '90s and early 2000s.
7:34
Nokia no longer makes those.
7:36
They still exist.
7:36
They're now produced by another company which license the brand, but Nokia now does networks like new 5G networks, but they're really good at moving data of all kinds in all directions, doing it securely, doing it fast and without glitches.
7:55
Another company is Oracle, which has been around since the '70s, now very much a player in AI, but also deep into military data storage and processing, working with companies like Palantir, which is a, a digital defense company.
10:20
Do you expect that some of these old school tech brands like Oracle, Nokia, and Dell might expect similar backlash from their employees?

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