EPISODE · Jul 31, 2026 · 43 MIN
The Spending Shift, Model Mayhem, and Wrong on Warsh? 7/31/26
from The Exchange · host CNBC
The bullish case for the AI capex spenders, rather than the receivers. Cybersecurity expert Ivan Tsarynny’s AI warning after Anthropic discloses three of its models breached their testing environments. Plus, Brookings’ Robin Brooks on how the market has corrected its misreading of the June Fed meeting. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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What this episode covers
The bullish case for the AI capex spenders, rather than the receivers. Cybersecurity expert Ivan Tsarynny’s AI warning after Anthropic discloses three of its models breached their testing environments. Plus, Brookings’ Robin Brooks on how the market has corrected its misreading of the June Fed meeting.
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The Spending Shift, Model Mayhem, and Wrong on Warsh? 7/31/26
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