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From electrical contractors to HVAC engineers, people far from Silicon Valley are quietly asking the same question: Is AI a bubble? Speaking with Joe Weisenthal and Tracy Alloway on Odd Lots, jasmine sun explains how local communities weigh the massive economic tradeoffs of multi-year data center projects when they...

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40,142 görüntüleme • 1 ay önce •via X (Twitter)

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Speaking on Odd Lots with Joe Weisenthal and Tracy Alloway, philosopher Nick Bostrom breaks down why the most likely AI future isn't a simple binary, but a world where what we value today transforms into something entirely unfamiliar. Listen wherever you get your podcasts
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Speaking on Odd Lots with Joe Weisenthal and Tracy Alloway, philosopher Nick Bostrom breaks down why the most likely AI future isn't a simple binary, but a world where what we value today transforms into something entirely unfamiliar. Listen wherever you get your podcasts

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How can you tell if a piece of writing was generated by AI? Max Spero joins Tracy Alloway and Joe Weisenthal on the Odd Lots podcast to discuss the software his company built to detect whether a piece of content was AI generated. We also talk about what AI writing means for the future of the internet

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Is it safe to say that AI companies are less sensitive to Fed rate changes, making them a good investment during these times of market volatility? Luke Kawa joins Tracy Alloway and Joe Weisenthal on the Odd Lots podcast to discuss all the big market themes and how the AI trade is affecting the sheer speed of market moves. Listen at or watch at
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Is it safe to say that AI companies are less sensitive to Fed rate changes, making them a good investment during these times of market volatility? Luke Kawa joins Tracy Alloway and Joe Weisenthal on the Odd Lots podcast to discuss all the big market themes and how the AI trade is affecting the sheer speed of market moves. Listen at or watch at

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In the age of brand collaborations, how do companies work together to benefit from each other's influence? On this episode of the Odd Lots podcast, Fishwife CEO Becca Millstein joins Tracy Alloway and Joe Weisenthal to talk about the company's partnership with brands like Whole Foods and Fly By Jing. Listen at or watch at
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In the age of brand collaborations, how do companies work together to benefit from each other's influence? On this episode of the Odd Lots podcast, Fishwife CEO Becca Millstein joins Tracy Alloway and Joe Weisenthal to talk about the company's partnership with brands like Whole Foods and Fly By Jing. Listen at or watch at

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In the age of brand collaborations, how do companies work together to benefit from each other's influence? On this episode of the Odd Lots podcast, Fishwife CEO Becca Millstein joins Tracy Alloway and Joe Weisenthal to talk about the company's partnership with brands like Whole Foods and Fly By Jing. Listen at or watch at
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In the age of brand collaborations, how do companies work together to benefit from each other's influence? On this episode of the Odd Lots podcast, Fishwife CEO Becca Millstein joins Tracy Alloway and Joe Weisenthal to talk about the company's partnership with brands like Whole Foods and Fly By Jing. Listen at or watch at

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"I have a lot of optimism that we can navigate this moment, but you have to approach it with seriousness." Greg Brockman tells Tracy Alloway and Joe Weisenthal about his outlook on AI development in the wake of the Hugging Face hacking incident. Listen to the Odd Lots podcast at or watch at
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"I have a lot of optimism that we can navigate this moment, but you have to approach it with seriousness." Greg Brockman tells Tracy Alloway and Joe Weisenthal about his outlook on AI development in the wake of the Hugging Face hacking incident. Listen to the Odd Lots podcast at or watch at

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NASA is scheduled to launch Artemis II this week, sending astronauts around the moon for the first time in more than 50 years. On this episode of the Odd Lots podcast, Tracy Alloway and Joe Weisenthal are joined by Alexander MacDonald, senior associate at the Aerospace Security Project at CSIS. He tells us about NASA's big funding challenges and its economic impact
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NASA is scheduled to launch Artemis II this week, sending astronauts around the moon for the first time in more than 50 years. On this episode of the Odd Lots podcast, Tracy Alloway and Joe Weisenthal are joined by Alexander MacDonald, senior associate at the Aerospace Security Project at CSIS. He tells us about NASA's big funding challenges and its economic impact

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Think smartphones dominate American culture? China may have taken the mobile-first lifestyle to another level. On this episode of the Odd Lots podcast, Dan Wang joins Joe Weisenthal and Tracy Alloway to discuss how phone culture is reshaping Chinese society—from ordering a croissant for delivery in minutes to livestreaming shopping trips at the mall. Listen at or watch at
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Think smartphones dominate American culture? China may have taken the mobile-first lifestyle to another level. On this episode of the Odd Lots podcast, Dan Wang joins Joe Weisenthal and Tracy Alloway to discuss how phone culture is reshaping Chinese society—from ordering a croissant for delivery in minutes to livestreaming shopping trips at the mall. Listen at or watch at

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Jeremy Grantham has a long history of calling bubbles. On this episode of the Odd Lots podcast, GMO's co-founder and chief investment strategist tells Joe Weisenthal and Tracy Alloway what he thinks about Mag 7's multibillion-dollar investment into AI and the signs he watches out for to spot when a bubble might burst. Listen at or watch at
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Jeremy Grantham has a long history of calling bubbles. On this episode of the Odd Lots podcast, GMO's co-founder and chief investment strategist tells Joe Weisenthal and Tracy Alloway what he thinks about Mag 7's multibillion-dollar investment into AI and the signs he watches out for to spot when a bubble might burst. Listen at or watch at

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Earlier in August, it was reported that Nigeria's Dangote Refinery secured a $1 billion underwriting for its upcoming stock market listing, which is set to become Africa's largest IPO. Joe Studwell joins Tracy Alloway and Joe Weisenthal on the Odd Lots podcast to unpack Africa's economic growth and what it takes to sustain ongoing productivity. Listen at or watch at

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Right now, AI's use in investing is a mixed bag: People are excited about its potential, but several firms are still trying to figure out its value. Man Group's CTO Gary Collier and Head of Data and AI Tushara Fernando join Tracy Alloway and Joe Weisenthal to talk about how one of the largest publicly-traded hedge funds in the world is actually implementing AI into its work. Listen at or watch at
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Right now, AI's use in investing is a mixed bag: People are excited about its potential, but several firms are still trying to figure out its value. Man Group's CTO Gary Collier and Head of Data and AI Tushara Fernando join Tracy Alloway and Joe Weisenthal to talk about how one of the largest publicly-traded hedge funds in the world is actually implementing AI into its work. Listen at or watch at

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The politics of AI are already exploding and Alex Bores, a New York Democrat who is running for his party's congressional nomination, knows firsthand what happens when the industry fights back on the state's push for regulation. Bores joins Joe Weisenthal and Tracy Alloway on the Odd Lots podcast to discuss what he thinks is the optimal approach to AI regulation and how the deepfake problem can be solved
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The politics of AI are already exploding and Alex Bores, a New York Democrat who is running for his party's congressional nomination, knows firsthand what happens when the industry fights back on the state's push for regulation. Bores joins Joe Weisenthal and Tracy Alloway on the Odd Lots podcast to discuss what he thinks is the optimal approach to AI regulation and how the deepfake problem can be solved

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For better or worse, Apple seems to have largely missed the AI boom. When it comes to hardware, Chinese tech giants are also in the lead with foldable phones, glasses and advanced camera features, just to name a few. Mark Gurman joins Joe Weisenthal and Tracy Alloway on the Odd Lots podcast to unpack the slate of new products that Apple is set to unleash and whether the company's new AI strategy is enough to put Apple back on top. Listen at or watch at
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For better or worse, Apple seems to have largely missed the AI boom. When it comes to hardware, Chinese tech giants are also in the lead with foldable phones, glasses and advanced camera features, just to name a few. Mark Gurman joins Joe Weisenthal and Tracy Alloway on the Odd Lots podcast to unpack the slate of new products that Apple is set to unleash and whether the company's new AI strategy is enough to put Apple back on top. Listen at or watch at

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With markets near record highs, driven by demand for artificial intelligence, it certainly seems that investors are betting big on AI growth. On this episode of the Odd Lots podcast, Gita Gopinath joins Joe Weisenthal and Tracy Alloway to discuss the possibility of a perfectly productive world driven by AI, free of social unrest. Listen at or watch at .

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If you're a high-skilled tech worker, then potentially huge fortunes await you working for a startup or one of the booming AI giants. But the government needs these types of workers too. On this episode of the Odd Lots podcast, Scott Kupor joins Tracy Alloway and Joe Weisenthal to unpack his new plan to attract top talent for a two-year stint of solving problems across the bureaus

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Underneath the world's oceans, miles and miles of fiber optic-cables send packets of information from one location to the next, powering the internet as we know it. So what happens when a major natural event — or a war — threatens this vital infrastructure? Samanth Subramanian joins Tracy Alloway and Joe Weisenthal on the Odd Lots podcast to discuss how the crisis at the Strait of Hormuz can disrupt the backbone of the internet

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Founder and CIO of Safkhet Capital, Fahmi Quadir, earned the nickname "the Assassin" by short-selling Wirecard AG and Valeant. On this episode of the Odd Lots podcast, Quadir tells Joe Weisenthal and Tracy Alloway about her role in the current "golden age of fraud" and why, for the first time ever, she is going long with a focus on Korea that has nothing to do with the AI boom. Listen at or watch at
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Founder and CIO of Safkhet Capital, Fahmi Quadir, earned the nickname "the Assassin" by short-selling Wirecard AG and Valeant. On this episode of the Odd Lots podcast, Quadir tells Joe Weisenthal and Tracy Alloway about her role in the current "golden age of fraud" and why, for the first time ever, she is going long with a focus on Korea that has nothing to do with the AI boom. Listen at or watch at

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As one of the earliest backers of both OpenAI and Anthropic, Greg Jensen has seen AI development up close. Now, he's among the tech insiders more worried than ever about AI's human extinction risks. The managing CIO of Bridgewater joins Joe Weisenthal and Tracy Alloway on the Odd Lots podcast to discuss how AI discourse is starting to resemble the start of the Covid-19 pandemic in 2020 and why the time for governments to put meaningful regulations in place is now. Listen at or watch at

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