Episodes (Page 3)
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Franchise model in 1950s fast food enabled independent operators to use trademarks.
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Apple faces a pivotal moment, potentially missing the AI boom.
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Claude Code, Anthropic's AI coding agent, is revolutionizing software development.
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Fed independence is threatened by political interference and legal battles.
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Soccer analytics, once complex, now mirrors volatility arbitrage trading.
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NY Governor Kathy Hochul imposed a one-year moratorium on new data centers.
Kathy Hochul
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AI may create more work for lawyers by automating routine tasks.
Gary Wingens
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Korean leveraged ETFs are significantly impacting global markets.
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A major hedge fund has seen an 86x increase in token spending.
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Dedicated traders are making money on prediction markets, focusing on politics and economics.
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Aldi's new Times Square store requires a 'logistical symphony' to operate.
Scott Patton
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China's economy shows undeniable growth alongside worker unease and a soft domestic market.
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Baidu has become a full-stack AI player, developing chips, models, and cloud systems.
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Lenovo's CFO Winston Cheng discusses capital allocation during the AI boom.
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Rory Johnston explains why his $200 oil prediction did not materialize.
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The 1994 World Cup transformed football into a major commercial enterprise.
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China's AI industry is advancing, with companies developing their own chips and models.
Grace Shao
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Substack creators discuss covering the current strange and pressurized markets.
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Anthropic co-founder Jack Clark discusses AI's impact on labor and existential risk.
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Jeremy Grantham shares insights on identifying market bubbles, comparing AI to the dot-com era.