PODCAST · business
Macro Talks
by Macro Talks
Contrarian investment theses on the macro shifts most investors are ignoring newsletter.macronotes.com
Episodes
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The $5 Trillion Opportunity to Turn Intelligence Into Movement - Macro Podcast 002
Hi everyone, While virtual AI tools like ChatGPT scale effortlessly in software, bringing AI into the physical world is a completely different story. Real-world robotics faces tough physical constraints—weight, friction, and precise spatial handling. In today’s episode of Macro Notes Podcast...
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The $600 Billion Sovereign AI Race - Macro Notes Podcast 001
Hello everyone, Here is the podcast version created with NotebookLM. The goal of this podcast is to provide additional insights and perspectives on the topics covered in our published editions. This first episode explores sovereign AI, the subject of this article. Feel free to read it before or...
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ABOUT THIS SHOW
Contrarian investment theses on the macro shifts most investors are ignoring
newsletter.macronotes.com
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Macro Talks
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