All episodes

Orchestration Becomes AI’s New Margin Layer — 2026-07-21

AI Trade Moves Beyond Mag Seven — 2026-07-20

Kimi K3 Exposes AI Permission Premium — 2026-07-19

AI Trust Gap Hits Markets — 2026-07-18

AI Price War Squeezes Model Margins — 2026-07-17

AI’s Last Mile Becomes The Main Event — 2026-07-16

US Rewards UAE With AI Chips — 2026-07-15

New York Data Center Ban Tests AI Boom — 2026-07-14

Apple Lawsuit Tests OpenAI’s Superapp Ambitions — 2026-07-11

Meta Rents Models as Beijing Weighs Curbs — 2026-07-09

Fed Rate Split Tests AI Adoption — 2026-07-08

Microsoft Targets The AI Selection Layer — 2026-07-07

AI Superapps Become the New Command Layer — 2026-07-06

AI’s Translation Layer Becomes the Bottleneck — 2026-07-05

AI Health Advice Faces Vaccine Trust Test — 2026-07-04

AI Agents Face Enterprise Context Bottleneck — 2026-07-03

Meta’s Cloud Pivot Fuels Compute Glut Fears — 2026-07-02

Together AI Raises Big Amid Agent Shift — 2026-07-01

Frontier AI Moves Behind Trusted Gates — 2026-06-30

Chinese AI Tests America’s Model Gates — 2026-06-29

Robot Umpires Reveal AI’s Legitimacy Problem — 2026-06-28

AI Boom Meets The CFO Test — 2026-06-27

AI Boom Meets Its Financing Test — 2026-06-26

AI Agents Need Enterprise Black Boxes — 2026-06-21

AI Buildout Puts Bonds In Focus — 2026-06-20

AI’s Next Scarcity Is Usable Context — 2026-06-19

SpaceX Bond Test Meets Higher Rates — 2026-06-18

Hawkish Fed Tests AI Spending — 2026-06-17

SpaceX Bets Big On Cursor — 2026-06-16

Podcast_2025-08-30 - AI's Impact on Business and Markets

CancerVax LNP Success Meets Compute Futures Push — 2026-06-15

Podcast_2025-08-30 - AI's Impact on Business and Markets

Anthropic Disables Models After Safety Warning — 2026-06-13

SpaceX IPO Surges Past Two Trillion Amid AI Race — 2026-06-12

AI Capital Fuels NewLimit Age Reversal Round — 2026-06-11

AI Autonomy Meets Biotech Valuations — 2026-06-09

Podcast_2025-08-30 - AI's Impact on Business and Markets

AI Order and Marvell Inclusion Spur Autonomy — 2026-06-07

Anthropic Files 965 Billion IPO Amid Warnings — 2026-06-06

AI Biotech Gains Collide With Market Swings — 2026-06-05

NewLimit Funds Age Reversal in Human Cells — 2026-06-04

Bezos Nvidia Back Newlimit Human Cell Rejuvenation — 2026-06-03

Anthropic Files IPO As Biotech Data Beats — 2026-06-01

AI Creativity Surpasses Humans Fueling Biotech Trials — 2026-05-31

Anthropic Nears Trillion Valuation Amid Fed Hold — 2026-05-28

California Orders AI Labor Overhaul Amid IPO Signals — 2026-05-24

AI Tops Human Creativity Benchmarks as Agents Advance — 2026-05-23

Cerebras Chips Fuel Agent Swarms as Rates Rise — 2026-05-22

DeepMind Pays Millions for AI Agent Talent — 2026-05-20

Colossal Biosciences Hatches Chicks in Synthetic Eggshells — 2026-05-19

Fed Warnings Pressure AI Biotech Funding Amid Creativity Gains — 2026-05-18

Fed Warnings Pressure AI Biotech Funding Amid Creativity Gains — 2026-05-18 a

Fed Warnings Pressure AI Biotech Funding Amid Creativity Gains — 2026-05-18

Podcast_2026-04-22

Markets Daily Explained: AI Productivity Shock: Rewriting Codebases, Valuations, and Currencies (2026-02-01)

Markets Daily: AI Productivity Shock: Rewriting Codebases, Valuations, and Currencies (2026-02-01)

Markets Daily Explained: AI Gravity: Productivity Promise or Valuation Mirage? (2026-01-28)

Markets Daily: AI Gravity: Productivity Promise or Valuation Mirage? (2026-01-28)

Markets Daily: AI Velocity Premium: Coding Floors, Market Ceilings (2026-01-28)

Tech Daily Explained: Bandwidth, Gatekeeping, and the New AI Capital Stack (2026-01-20)

Tech Daily: Bandwidth, Gatekeeping, and the New AI Capital Stack (2026-01-20)

Markets Daily Explained: Cheap Code, Costly Geopolitics: Autonomy Playbooks for Investors (2026-01-18)

Markets Daily: Cheap Code, Costly Geopolitics: Autonomy Playbooks for Investors (2026-01-18)

Tech Daily Explained: Inside the AI Buildout: Infrastructure, Value Chains, and Power (2026-01-13)

Tech Daily: Inside the AI Buildout: Infrastructure, Value Chains, and Power (2026-01-13)

Tech Daily: Who Owns the Picks? Platforms, Bubbles, and AI Profit (2026-01-12)

Markets Daily: AI Productivity Shock vs. America’s Risk-Free Illusion (2026-01-12)

Tech Daily: Repricing Risk: AI Bandwidth, Surveillance Drift, and Capital Flows (2026-01-10)

Markets Daily: AI Shockwaves: Jobs, Tariffs, Credit, and Market Leadership (2026-01-10)

Tech Daily Explained: Designing America’s AI Playbook: Power, Compute, and Control (2026-01-07)

Tech Daily: Designing America’s AI Playbook: Power, Compute, and Control (2026-01-07)

Markets Daily Explained: AI Roadmaps, Oil Shocks, and Repricing the Future (2026-01-07)

Markets Daily: AI Roadmaps, Oil Shocks, and Repricing the Future (2026-01-07)

Tech Daily Explained: When AI Becomes Infrastructure: The New Autonomy Stack (2026-01-05)

Tech Daily: When AI Becomes Infrastructure: The New Autonomy Stack (2026-01-05)

Tech Daily: Who Owns the Stack? Industrial Strategy for AI Nations (2026-01-03)

Markets Daily: When Code Gets Cheaper and Capital Stays Costly (2026-01-05)

Markets Daily Explained: When Code Gets Cheaper and Capital Stays Costly (2026-01-05)

Tech Daily Explained: Who Owns the Stack? Industrial Strategy for AI Nations (2026-01-03)

Markets Daily Explained: When Code Rewrites Capital: AI’s Macro Shockwaves (2025-12-30)

Markets Daily: When Code Rewrites Capital: AI’s Macro Shockwaves (2025-12-30)

Tech Daily Explained: Techno-Industrial Playbooks: Chips, Open Models, and Security (2025-12-29)

Tech Daily: Techno-Industrial Playbooks: Chips, Open Models, and Security (2025-12-29)

Tech Daily Explained: Designing America’s AI Industrial Strategy and Autonomy Playbook (2025-12-25)

Tech Daily: Designing America’s AI Industrial Strategy and Autonomy Playbook (2025-12-25)

Tech Daily: Redrawing the AI Power Grid: States, Safety, and Platforms (2025-12-21)

Markets Daily Explained: AI Productivity Dividends vs Market Valuation Gravity (2025-12-16)

Markets Daily: AI Productivity Dividends vs Market Valuation Gravity (2025-12-16)

Tech Daily Explained: AI Power Grids: Industrial Strategy, Cloud Wars, and UX (2025-12-12)

Tech Daily: AI Power Grids: Industrial Strategy, Cloud Wars, and UX (2025-12-12)

Tech Daily: Who Sets the Bandwidth for AI: Chips or Law? (2025-12-12)

Markets Daily Explained: AI Gravity: Productivity Promise or Valuation Mirage? (2025-12-12)

Markets Daily: AI Gravity: Productivity Promise or Valuation Mirage? (2025-12-12) a

Markets Daily: AI Gravity: Productivity Promise or Valuation Mirage? (2025-12-12)

Markets Daily: AI Gravity: Productivity Promise or Valuation Mirage? (2025-12-11)

Markets Daily: Autonomy Playbooks: Code Productivity, Real Yields, Portfolio Positioning (2025-12-04)

Bandwidth for AI: Profit Pools Across the Stack (2025-12-02)

Chapter 2: By the time Ms. Bell said, “Next up, Mira Willis,”

Frequency - Chapter 2: Static

AI’s Quiet Consolidation: Rules, Racks, Margins, Default Surfaces (2025-11-28)