Загрузка видео...

Не удалось загрузить видео

На главную

Is the Cybersecurity crash a permanent shift or just a "Ghost Trade"? Technology and AI stocks are taking a hit, but Steven Cress says the data tells a different story. It's time to separate sentiment from reality. The 2026 Breakdown: - Market Rotation: Fear is driving investors out of...

SeekingAlpha's profile picture

Seeking Alpha

328,008 subscribers

11,794 просмотров • 3 месяцев назад •via X (Twitter)

LIVE

Anya Rossi• Live Now

Private livecam show

Комментарии: 0

Нет доступных комментариев

Здесь появятся комментарии из оригинального поста

Похожие видео

Short: The reality is that actually the labor jobs, they've actually net negative since liberation day. I think this is a huge challenge for Republicans heading into the midterms. The president has a good story about having made America more natural net exporter of energy, but we're not insulated from this. And the reality is that prices are going to continue to go up. This is going to continue to ripple through. And I agree with Ana. It's to say this is a short term pain really sets an expectation for a lot of Americans that if it's not, it's going to create a bigger and bigger problem come November. And so I do think that affordability is one of the primary issues that he was elected on. I think it's becoming a growing and growing challenge for Republicans in the midterms this November.
1:16

Short: The reality is that actually the labor jobs, they've actually net negative since liberation day. I think this is a huge challenge for Republicans heading into the midterms. The president has a good story about having made America more natural net exporter of energy, but we're not insulated from this. And the reality is that prices are going to continue to go up. This is going to continue to ripple through. And I agree with Ana. It's to say this is a short term pain really sets an expectation for a lot of Americans that if it's not, it's going to create a bigger and bigger problem come November. And so I do think that affordability is one of the primary issues that he was elected on. I think it's becoming a growing and growing challenge for Republicans in the midterms this November.

Acyn

63,241 просмотров • 4 месяцев назад

🚨 WARNING: TOMORROW WILL BE THE WORST DAY OF 2026!! JPMorgan will dump $165 BILLION in U.S. stocks right after the market opens. If you think this is a "drop in the ocean" and it won’t affect the markets... YOU ARE COMPLETELY WRONG. Every time JP Morgan sells stocks, the S&P 500 drops 10–20%. And this isn't just about the stock market. It's about liquidity. It's about investor sentiment. And it's about a market that isn't prepared for what's coming. Let me explain: JPMorgan isn't some retail trader taking profits. It's one of the largest and most influential financial institutions on the planet. When they move capital at scale, markets pay attention. And history shows that large institutional selling rarely happens in a vacuum. It usually signals something bigger. A shift in risk appetite. A change in liquidity conditions. Or growing concerns beneath the surface that most investors haven't recognized yet. Now here's the part almost nobody talks about. The direct impact isn't limited to the stocks being sold. Because when a major institution dumps billions of dollars worth of equities, it affects sentiment across the entire market. Selling creates more selling. Liquidity gets thinner. Volatility increases. And risk assets everywhere start to feel the pressure. That's why this isn't just an S&P 500 story. The S&P 500 is the first domino. But the effects will spread into AI stocks. International equities. Commodities. Credit markets. And even digital assets. Today, people are positioned for stability. They're positioned for higher prices. They're positioned for the rally to continue. Which means they're vulnerable if liquidity suddenly moves in the opposite direction. THIS IS THE WARNING. Not because one institution is selling. But because markets often underestimate what large-scale institutional selling can trigger. The risk isn't the transaction itself. The risk is how everyone else reacts to it. Markets aren't pricing that possibility today. But eventually, they will. I've spent more than a decade studying macro and market cycles. I've called some of the biggest market tops and bottoms of the past 10+ years. And I'll call the next market crash in 2026 before the crowd sees it coming. Follow and turn notifications on. I'll post my next market call here first.
0:39

🚨 WARNING: TOMORROW WILL BE THE WORST DAY OF 2026!! JPMorgan will dump $165 BILLION in U.S. stocks right after the market opens. If you think this is a "drop in the ocean" and it won’t affect the markets... YOU ARE COMPLETELY WRONG. Every time JP Morgan sells stocks, the S&P 500 drops 10–20%. And this isn't just about the stock market. It's about liquidity. It's about investor sentiment. And it's about a market that isn't prepared for what's coming. Let me explain: JPMorgan isn't some retail trader taking profits. It's one of the largest and most influential financial institutions on the planet. When they move capital at scale, markets pay attention. And history shows that large institutional selling rarely happens in a vacuum. It usually signals something bigger. A shift in risk appetite. A change in liquidity conditions. Or growing concerns beneath the surface that most investors haven't recognized yet. Now here's the part almost nobody talks about. The direct impact isn't limited to the stocks being sold. Because when a major institution dumps billions of dollars worth of equities, it affects sentiment across the entire market. Selling creates more selling. Liquidity gets thinner. Volatility increases. And risk assets everywhere start to feel the pressure. That's why this isn't just an S&P 500 story. The S&P 500 is the first domino. But the effects will spread into AI stocks. International equities. Commodities. Credit markets. And even digital assets. Today, people are positioned for stability. They're positioned for higher prices. They're positioned for the rally to continue. Which means they're vulnerable if liquidity suddenly moves in the opposite direction. THIS IS THE WARNING. Not because one institution is selling. But because markets often underestimate what large-scale institutional selling can trigger. The risk isn't the transaction itself. The risk is how everyone else reacts to it. Markets aren't pricing that possibility today. But eventually, they will. I've spent more than a decade studying macro and market cycles. I've called some of the biggest market tops and bottoms of the past 10+ years. And I'll call the next market crash in 2026 before the crowd sees it coming. Follow and turn notifications on. I'll post my next market call here first.

0xNobler

375,722 просмотров • 1 месяц назад

Built AI Launch Radar this week. One thing I underestimated was how hard it is to get reliable, structured web data for monitoring product launches and market sentiment. After trying different approaches, I ended up using Nimble's APIs to power the data layer, which saved me a lot of time I'd otherwise spend on scraping and data cleanup. The result is a dashboard that tracks launches, sentiment, and emerging products in real time. Try Nimble now: Here's a quick look 👇
0:58

Built AI Launch Radar this week. One thing I underestimated was how hard it is to get reliable, structured web data for monitoring product launches and market sentiment. After trying different approaches, I ended up using Nimble's APIs to power the data layer, which saved me a lot of time I'd otherwise spend on scraping and data cleanup. The result is a dashboard that tracks launches, sentiment, and emerging products in real time. Try Nimble now: Here's a quick look 👇

Nayeem Sheikh

12,349 просмотров • 1 месяц назад

🚨 WARNING: THE WORST DAY OF 2026 IS TOMORROW. JPMorgan is preparing to dump $165,000,000,000 into the market right at open. Thinking this won’t move the market? You’re in for the rudest awakening of your life. Every time JP Morgan sells stocks, the S&P 500 drops 10–20%. And this isn't just about the stock market. It's about liquidity. It's about investor sentiment. And it's about a market that isn't prepared for what's coming. Let me explain: JPMorgan isn't some retail trader taking profits. It's one of the largest and most influential financial institutions on the planet. When they move capital at scale, markets pay attention. And history shows that large institutional selling rarely happens in a vacuum. It usually signals something bigger. A shift in risk appetite. A change in liquidity conditions. Or growing concerns beneath the surface that most investors haven't recognized yet. Now here's the part almost nobody talks about. The direct impact isn't limited to the stocks being sold. Because when a major institution dumps billions of dollars worth of equities, it affects sentiment across the entire market. Selling creates more selling. Liquidity gets thinner. Volatility increases. And risk assets everywhere start to feel the pressure. That's why this isn't just an S&P 500 story. The S&P 500 is the first domino. But the effects will spread into AI stocks. International equities. Commodities. Credit markets. And even digital assets. Today, people are positioned for stability. They're positioned for higher prices. They're positioned for the rally to continue. Which means they're vulnerable if liquidity suddenly moves in the opposite direction. THIS IS THE WARNING. Not because one institution is selling. But because markets often underestimate what large-scale institutional selling can trigger. The risk isn't the transaction itself. The risk is how everyone else reacts to it. Markets aren't pricing that possibility today. But eventually, they will. I've spent more than a decade studying macro and market cycles. I've called some of the biggest market tops and bottoms of the past 10+ years. And I'll call the next market crash in 2026 before the crowd sees it coming. Follow and turn notifications on. I'll post my next market call here first.
0:37

🚨 WARNING: THE WORST DAY OF 2026 IS TOMORROW. JPMorgan is preparing to dump $165,000,000,000 into the market right at open. Thinking this won’t move the market? You’re in for the rudest awakening of your life. Every time JP Morgan sells stocks, the S&P 500 drops 10–20%. And this isn't just about the stock market. It's about liquidity. It's about investor sentiment. And it's about a market that isn't prepared for what's coming. Let me explain: JPMorgan isn't some retail trader taking profits. It's one of the largest and most influential financial institutions on the planet. When they move capital at scale, markets pay attention. And history shows that large institutional selling rarely happens in a vacuum. It usually signals something bigger. A shift in risk appetite. A change in liquidity conditions. Or growing concerns beneath the surface that most investors haven't recognized yet. Now here's the part almost nobody talks about. The direct impact isn't limited to the stocks being sold. Because when a major institution dumps billions of dollars worth of equities, it affects sentiment across the entire market. Selling creates more selling. Liquidity gets thinner. Volatility increases. And risk assets everywhere start to feel the pressure. That's why this isn't just an S&P 500 story. The S&P 500 is the first domino. But the effects will spread into AI stocks. International equities. Commodities. Credit markets. And even digital assets. Today, people are positioned for stability. They're positioned for higher prices. They're positioned for the rally to continue. Which means they're vulnerable if liquidity suddenly moves in the opposite direction. THIS IS THE WARNING. Not because one institution is selling. But because markets often underestimate what large-scale institutional selling can trigger. The risk isn't the transaction itself. The risk is how everyone else reacts to it. Markets aren't pricing that possibility today. But eventually, they will. I've spent more than a decade studying macro and market cycles. I've called some of the biggest market tops and bottoms of the past 10+ years. And I'll call the next market crash in 2026 before the crowd sees it coming. Follow and turn notifications on. I'll post my next market call here first.

WhaleTwits

340,786 просмотров • 1 месяц назад

Arthur Hayes: the thing that ends this bull market isn't a recession or a Fed pivot... It's AOC. "I think she is going to be the Democratic nominee for 2028. And I think investors are going to freak the f*ck out." If she starts polling well, investors holding AI stocks at 100x revenue will have to start asking what a 50% AI tax will do to valuations. "And once you start asking questions about the future like that - it's over." FT Arthur Hayes Illia (root.near) (🇺🇦, ⋈) Andy Robbie Klages The Rollup.
1:45

Arthur Hayes: the thing that ends this bull market isn't a recession or a Fed pivot... It's AOC. "I think she is going to be the Democratic nominee for 2028. And I think investors are going to freak the f*ck out." If she starts polling well, investors holding AI stocks at 100x revenue will have to start asking what a 50% AI tax will do to valuations. "And once you start asking questions about the future like that - it's over." FT Arthur Hayes Illia (root.near) (🇺🇦, ⋈) Andy Robbie Klages The Rollup.

Milk Road

167,342 просмотров • 2 месяцев назад

We’re beginning to implement Polymarket Dashboards directly into the $SPECT App. This is an interface showcase - a first look at how on-chain prediction markets will live inside the Spectre AI ecosystem. Data will be synced in tomorrow. ✅ A Polymarket Landing Dashboard MVP is now being added to the homepage ✅ Full category analytics, trend mapping & sentiment overlays are being built ✅ AI Market Analysis and Bubble Engine integrations are in progress ✅ The end goal: real-time narrative + odds + influence visualization in one view This is just the start. The full suite will dig into market flows, sentiment velocity, X narratives and behavioral patterns behind each side of a prediction market. #Predictions becomes a clear window into why the market is shifting, where the general sentiment is heading. PolymarketBuild #PredictionMarkets #polymarket
0:37

We’re beginning to implement Polymarket Dashboards directly into the $SPECT App. This is an interface showcase - a first look at how on-chain prediction markets will live inside the Spectre AI ecosystem. Data will be synced in tomorrow. ✅ A Polymarket Landing Dashboard MVP is now being added to the homepage ✅ Full category analytics, trend mapping & sentiment overlays are being built ✅ AI Market Analysis and Bubble Engine integrations are in progress ✅ The end goal: real-time narrative + odds + influence visualization in one view This is just the start. The full suite will dig into market flows, sentiment velocity, X narratives and behavioral patterns behind each side of a prediction market. #Predictions becomes a clear window into why the market is shifting, where the general sentiment is heading. PolymarketBuild #PredictionMarkets #polymarket

SPECTRE AI

16,024 просмотров • 9 месяцев назад

Investors are getting exhausted with AI growth expectations. After the Marvell hype, the market started asking a different question: Not, “how big can this get?” But, “where is the proof?” At some point, the story has to turn into revenue, earnings, and execution. #TechStocks
0:30

Investors are getting exhausted with AI growth expectations. After the Marvell hype, the market started asking a different question: Not, “how big can this get?” But, “where is the proof?” At some point, the story has to turn into revenue, earnings, and execution. #TechStocks

Mark Tepper

13,012 просмотров • 1 месяц назад

Kayvon Thibodeaux, per sources, is a player the #Giants are listening to offers on and the belief from teams here at the combine is that he will eventually get dealt. I do not get the same sentiment on Dexter Lawrence. This staff loves him & wants him.
0:43

Kayvon Thibodeaux, per sources, is a player the #Giants are listening to offers on and the belief from teams here at the combine is that he will eventually get dealt. I do not get the same sentiment on Dexter Lawrence. This staff loves him & wants him.

Connor Hughes

145,347 просмотров • 5 месяцев назад

People all over the U.S. and the U.K. are experiencing a heavy fog situation, but what separates this from regular fog is that people are saying that they are feeling sick after coming in contact with the fog. Fog is normal at this time of year, but people do not get sick from fog. Chemical fog, bird flu, and plane crashes, all are most likely controlled narratives to instill fear by focusing on these bad situations to take your attention away from the more important things happening in our world today. The billions of dollars being laundered, the child trafficking all the important court cases against celebrities, Bill Gates, etc, the list goes on and on. I can say that I am not experiencing the fog situation in my area like others are in the U.S. and in the U.K. Are you experiencing the fog? Do you believe there is more to this, or is the fog just another psyop to keep the masses busy and in fear?
3:10

People all over the U.S. and the U.K. are experiencing a heavy fog situation, but what separates this from regular fog is that people are saying that they are feeling sick after coming in contact with the fog. Fog is normal at this time of year, but people do not get sick from fog. Chemical fog, bird flu, and plane crashes, all are most likely controlled narratives to instill fear by focusing on these bad situations to take your attention away from the more important things happening in our world today. The billions of dollars being laundered, the child trafficking all the important court cases against celebrities, Bill Gates, etc, the list goes on and on. I can say that I am not experiencing the fog situation in my area like others are in the U.S. and in the U.K. Are you experiencing the fog? Do you believe there is more to this, or is the fog just another psyop to keep the masses busy and in fear?

The SCIF

115,755 просмотров • 1 год назад

🚨 GOOGLE SEARCHES MAY PREDICT THE 2026 BITCOIN BOTTOM Historically, whenever people start searching for things like "Bitcoin going to zero," it means that the bottom is near, people are panic selling, and fear is peaking. This is the greatest institutional buy signal we could wish for. When retail sentiment shows extreme fear, the bottom is usually in within a few months. Make sure you do not follow the crowd. They have always been wrong. This time is no different.
0:44

🚨 GOOGLE SEARCHES MAY PREDICT THE 2026 BITCOIN BOTTOM Historically, whenever people start searching for things like "Bitcoin going to zero," it means that the bottom is near, people are panic selling, and fear is peaking. This is the greatest institutional buy signal we could wish for. When retail sentiment shows extreme fear, the bottom is usually in within a few months. Make sure you do not follow the crowd. They have always been wrong. This time is no different.

Coinvo Trading

25,694 просмотров • 5 месяцев назад

One for the $KAS community. I’ve noticed so many people turning on eachother lately. Why? Price. Nobody is happy with price, all long term believes are down and didn’t sell at a ‘good’ price. Yet the tech only got better. If $KAS is to succeed, and it deserves to, we as a community need to support eachother, the developers and the builders more than ever. Those that sold, are still watching, there is capital ready to flood back in with the right sentiment and a shift in the macro market. Stop taking your anger and depression out on others, keep supporting eachother or you’ll push people away from building and the liquidity waiting on the sidelines may also shift away, at least partially.
0:28

One for the $KAS community. I’ve noticed so many people turning on eachother lately. Why? Price. Nobody is happy with price, all long term believes are down and didn’t sell at a ‘good’ price. Yet the tech only got better. If $KAS is to succeed, and it deserves to, we as a community need to support eachother, the developers and the builders more than ever. Those that sold, are still watching, there is capital ready to flood back in with the right sentiment and a shift in the macro market. Stop taking your anger and depression out on others, keep supporting eachother or you’ll push people away from building and the liquidity waiting on the sidelines may also shift away, at least partially.

Travladd 𐤊

19,720 просмотров • 10 дней назад

The tech titans' almost god-like control over AI is sure to shape the future. But it's not the first time in America's history that a small group of men have amassed enormous wealth and power by driving a new technology
2:56

The tech titans' almost god-like control over AI is sure to shape the future. But it's not the first time in America's history that a small group of men have amassed enormous wealth and power by driving a new technology

The Economist

24,811 просмотров • 3 месяцев назад

Nvidia continues to dominate the AI industry with record earnings, explosive data center growth, and massive demand for compute. But the bigger story is what’s happening globally behind the scenes. China is aggressively competing with the United States on AI infrastructure, power generation, and data center expansion and they don’t want to rely on American chips to do it. This is no longer just about stocks it’s a global race for AI dominance.
1:15

Nvidia continues to dominate the AI industry with record earnings, explosive data center growth, and massive demand for compute. But the bigger story is what’s happening globally behind the scenes. China is aggressively competing with the United States on AI infrastructure, power generation, and data center expansion and they don’t want to rely on American chips to do it. This is no longer just about stocks it’s a global race for AI dominance.

Kevin O'Leary aka Mr. Wonderful

12,462 просмотров • 2 месяцев назад

Ken Griffin was asked if AI could tell you which stocks to buy, before he bought the entire book of Leopold Aschenbrenner: "there are people that have a fantasy that LLMs are going to tell you which stocks to buy - and it's just a fantasy, just a fantasy" "but wouldn't they be smart enough to tell you which stocks to buy?" - "no, because they're not smart, they're just programmed - they are very good at thoughtfully regurgitating" this is him explaining why he thinks the productivity gains everyone is pricing in are still years away, why Nvidia reminds him of the California gold rush, and what he says is the one risk the market is completely missing "it's not clear to me that we're going to get the productivity gains out of AI that the market's broadly hoping for - they're not about to happen in the next 12 or 24 or 36 months" "this is like the gold mining in California - those that sold the picks made a lot of money - and Nvidia right now sells one of the most important ingredients in the AI story" "the question with every investment is whether or not it's the right price - that's the fundamental of investing" bookmark & watch the full conversation ↓
14:09

Ken Griffin was asked if AI could tell you which stocks to buy, before he bought the entire book of Leopold Aschenbrenner: "there are people that have a fantasy that LLMs are going to tell you which stocks to buy - and it's just a fantasy, just a fantasy" "but wouldn't they be smart enough to tell you which stocks to buy?" - "no, because they're not smart, they're just programmed - they are very good at thoughtfully regurgitating" this is him explaining why he thinks the productivity gains everyone is pricing in are still years away, why Nvidia reminds him of the California gold rush, and what he says is the one risk the market is completely missing "it's not clear to me that we're going to get the productivity gains out of AI that the market's broadly hoping for - they're not about to happen in the next 12 or 24 or 36 months" "this is like the gold mining in California - those that sold the picks made a lot of money - and Nvidia right now sells one of the most important ingredients in the AI story" "the question with every investment is whether or not it's the right price - that's the fundamental of investing" bookmark & watch the full conversation ↓

Сarm1ne

214,872 просмотров • 9 дней назад

Friedberg: 3 Reasons Why College Students Are Booing AI 1) AI creates too much power for the 1% in the short-term, and the 99% aren’t seeing the long-term benefits yet 2) Astroturfing by state actors and foreign adversaries, who want to slow American progress 3) AI is anti-humanist, and it messes with our ego, which fuels the blowback @jason: “When you hear young people booing AI, why are they doing that?” david friedberg: “I think that there's an underlying view that technology creates leverage for a small group of people, which creates power imbalances, and nothing represents that more than AI, that a small number of people that control, and profit from, and benefit from AI are going to end up getting outsized returns relative to the broader population. That the time to diffusion of the technology, because ultimately all technologies commoditize and diffuse, but the time to diffusion here is such that it's going to be extremely asymmetric for society. And because those questions about, 'When does this benefit me, how does it benefit me?' can't be answered today, the economic benefit that's accruing to the few today becomes the narrative. It becomes the story, and it becomes this power system that a few people take from the many. And so there's something deeply disturbing for the average person about that. They don't understand how it works, why it works, what it'll do for them, when it will do it, and all that they're being told is that some people are making trillions of dollars. So I think that it's pretty obvious why this has got such a backlash. Secondly, I think that there's a deep amount of external energy that's fueling this anti-technology sentiment in the United States and has been for decades. I don't think it's just China with NGOs today. I think that there's a long history of state actors intervening in media activities in foreign nations to try and create the sentiment and fuel a sentiment that reduces progress in that competitive state. This third piece is, when the Copernican revolution happened, it was a mind f**k. Heliocentricity was a totally new way of thinking for humans, and it was deeply disruptive to the church, and it was deeply disruptive to the power centers, which were the centers that could tell people, 'Earth is at the center of the universe, we're in control, we're the direct channel to God.' And the idea that the sun is at the center of the solar system, and we spin around it, and we're a tiny speck in the universe was very hard for people to grasp. There's something about AI that's very not human-centric, and it kind of shifts and f**ks with the ego of the human. It's almost anti-humanist, and I think that that's like a deep psychological current. A lot of people and their disdain for this technology, it fuels it. It's not the cause, but I think it fuels it.”
2:28

Friedberg: 3 Reasons Why College Students Are Booing AI 1) AI creates too much power for the 1% in the short-term, and the 99% aren’t seeing the long-term benefits yet 2) Astroturfing by state actors and foreign adversaries, who want to slow American progress 3) AI is anti-humanist, and it messes with our ego, which fuels the blowback @jason: “When you hear young people booing AI, why are they doing that?” david friedberg: “I think that there's an underlying view that technology creates leverage for a small group of people, which creates power imbalances, and nothing represents that more than AI, that a small number of people that control, and profit from, and benefit from AI are going to end up getting outsized returns relative to the broader population. That the time to diffusion of the technology, because ultimately all technologies commoditize and diffuse, but the time to diffusion here is such that it's going to be extremely asymmetric for society. And because those questions about, 'When does this benefit me, how does it benefit me?' can't be answered today, the economic benefit that's accruing to the few today becomes the narrative. It becomes the story, and it becomes this power system that a few people take from the many. And so there's something deeply disturbing for the average person about that. They don't understand how it works, why it works, what it'll do for them, when it will do it, and all that they're being told is that some people are making trillions of dollars. So I think that it's pretty obvious why this has got such a backlash. Secondly, I think that there's a deep amount of external energy that's fueling this anti-technology sentiment in the United States and has been for decades. I don't think it's just China with NGOs today. I think that there's a long history of state actors intervening in media activities in foreign nations to try and create the sentiment and fuel a sentiment that reduces progress in that competitive state. This third piece is, when the Copernican revolution happened, it was a mind f**k. Heliocentricity was a totally new way of thinking for humans, and it was deeply disruptive to the church, and it was deeply disruptive to the power centers, which were the centers that could tell people, 'Earth is at the center of the universe, we're in control, we're the direct channel to God.' And the idea that the sun is at the center of the solar system, and we spin around it, and we're a tiny speck in the universe was very hard for people to grasp. There's something about AI that's very not human-centric, and it kind of shifts and f**ks with the ego of the human. It's almost anti-humanist, and I think that that's like a deep psychological current. A lot of people and their disdain for this technology, it fuels it. It's not the cause, but I think it fuels it.”

The All-In Podcast

33,112 просмотров • 2 месяцев назад

This is not a trade war. Trade wars end. What is happening right now is a permanent shift in how the most powerful economy on earth sees its relationship with the rest of the world. The countries that understand that will adapt. The countries that don't will be left negotiating with a rulebook that no longer exists. Every time a politician calls this a trade war, they are telling you they don't understand what's happening. A trade war is temporary. A shift in foreign policy is structural. One requires retaliation. The other requires a completely different strategy. Canada chose retaliation. And we are paying for it at the checkout. See my latest with The Food Professor on Youtube, Spotify, Substack, X and Apple
0:53

This is not a trade war. Trade wars end. What is happening right now is a permanent shift in how the most powerful economy on earth sees its relationship with the rest of the world. The countries that understand that will adapt. The countries that don't will be left negotiating with a rulebook that no longer exists. Every time a politician calls this a trade war, they are telling you they don't understand what's happening. A trade war is temporary. A shift in foreign policy is structural. One requires retaliation. The other requires a completely different strategy. Canada chose retaliation. And we are paying for it at the checkout. See my latest with The Food Professor on Youtube, Spotify, Substack, X and Apple

Karla Treadway | Host Sovereign Sphere Podcast

44,017 просмотров • 1 месяц назад

David Friedberg: “AI is the new lightning rod for fear and divisiveness that ultimately breeds compliance and control.” “Peter Thiel said this best. He's like, ‘Look at all the money that's going into AI, there's really only one company that's making any money, and that's Nvidia.’” “Like at this point, the jury's still out. We don't even know what AI is.” “It's sort of like when the internet was happening, everyone thought these fiber optic switch companies were going to make all the money.” “Turns out that was wrong. It was the end applications that made all the money.” “And they competed in many different markets. from Google, to Amazon, to Uber.” “You can go down the list of all the beneficiaries of the core infrastructure technology of the internet that was built out.” “So what is really going on?” Well, AI is the new lightning rod for fear and for divisiveness that ultimately breeds compliance and control.” “Which is where these politicians are trying to drive the populace and the voting conditions in the United States.” “And that's what's going on right now.” “There's a lot of fear about, ‘Putting this data center in my town is gonna do X or Y or Z,’ with no real conversation about the truth of that matter.” “There's a lot of fear about wealth creation being aggregated in the hands of a few when as we saw with the internet, it benefited the many.” “And that fear mongering is a very similar tactic that we've seen in the prior generations where policies were misstated, fear was used, and then voting control allowed folks to come to power that were looking for power.” “So I think it's just the lightning rod at the moment.”
1:10

David Friedberg: “AI is the new lightning rod for fear and divisiveness that ultimately breeds compliance and control.” “Peter Thiel said this best. He's like, ‘Look at all the money that's going into AI, there's really only one company that's making any money, and that's Nvidia.’” “Like at this point, the jury's still out. We don't even know what AI is.” “It's sort of like when the internet was happening, everyone thought these fiber optic switch companies were going to make all the money.” “Turns out that was wrong. It was the end applications that made all the money.” “And they competed in many different markets. from Google, to Amazon, to Uber.” “You can go down the list of all the beneficiaries of the core infrastructure technology of the internet that was built out.” “So what is really going on?” Well, AI is the new lightning rod for fear and for divisiveness that ultimately breeds compliance and control.” “Which is where these politicians are trying to drive the populace and the voting conditions in the United States.” “And that's what's going on right now.” “There's a lot of fear about, ‘Putting this data center in my town is gonna do X or Y or Z,’ with no real conversation about the truth of that matter.” “There's a lot of fear about wealth creation being aggregated in the hands of a few when as we saw with the internet, it benefited the many.” “And that fear mongering is a very similar tactic that we've seen in the prior generations where policies were misstated, fear was used, and then voting control allowed folks to come to power that were looking for power.” “So I think it's just the lightning rod at the moment.”

The All-In Podcast

241,146 просмотров • 7 месяцев назад

From Power Center to Ghost City: Beijing Is Breaking Down. Beijing’s empty malls are not just a retail story. They are a signal. A signal of collapsing household wealth, declining confidence, and structural damage to China’s “imperial capital” economic model. In this video, I break down the two key policy shocks driving this shift, and why the consequences go far beyond Beijing.
14:21

From Power Center to Ghost City: Beijing Is Breaking Down. Beijing’s empty malls are not just a retail story. They are a signal. A signal of collapsing household wealth, declining confidence, and structural damage to China’s “imperial capital” economic model. In this video, I break down the two key policy shocks driving this shift, and why the consequences go far beyond Beijing.

Ken Cao-The China Crash Chronicle

38,035 просмотров • 3 месяцев назад

Is the rise of FDEs a short-term phenomenon or a continuous feature of the AI ecosystem? “I have a bit of a hot take: I think it's the future for the short term. Right now there's a concentration of people in San Francisco who really know how to deploy agents, eval agents, and be AI first, and that knowledge just isn't out there yet. Eventually it will be. At that point you won't need teams to set up AI agents for every enterprise, and it'll become more of a job function, similar to software engineering.” Do you agree? Do you agree with the dissemination of knowledge FDEs will be needed less Matan Grinberg Nikesh Arora Shyam Sankar
0:39

Is the rise of FDEs a short-term phenomenon or a continuous feature of the AI ecosystem? “I have a bit of a hot take: I think it's the future for the short term. Right now there's a concentration of people in San Francisco who really know how to deploy agents, eval agents, and be AI first, and that knowledge just isn't out there yet. Eventually it will be. At that point you won't need teams to set up AI agents for every enterprise, and it'll become more of a job function, similar to software engineering.” Do you agree? Do you agree with the dissemination of knowledge FDEs will be needed less Matan Grinberg Nikesh Arora Shyam Sankar

Harry Stebbings

19,255 просмотров • 11 дней назад

$NVG8 Is officially LIVE! A new era begins as the first decentralized AI data marketplace is now powered by its own token, built on Base. This isn’t just another launch, it’s a fundamental shift in how AI is built, trained, and monetized. The backbone of the AI data economy is here, creating a decentralized ecosystem where value flows to the creators, contributors, and builders. AI needs data, now you OWN it. AI needs fuel, now you EARN it. We’re stepping into a new frontier and it’s time to change the game. Welcome to the AI economy. Trade now on KuCoin & Gate.io! (Contract Address: 0x5d6cae0422a950dbd7918d1e74434a35156b3ba4)
0:37

$NVG8 Is officially LIVE! A new era begins as the first decentralized AI data marketplace is now powered by its own token, built on Base. This isn’t just another launch, it’s a fundamental shift in how AI is built, trained, and monetized. The backbone of the AI data economy is here, creating a decentralized ecosystem where value flows to the creators, contributors, and builders. AI needs data, now you OWN it. AI needs fuel, now you EARN it. We’re stepping into a new frontier and it’s time to change the game. Welcome to the AI economy. Trade now on KuCoin & Gate.io! (Contract Address: 0x5d6cae0422a950dbd7918d1e74434a35156b3ba4)

Navigate

276,255 просмотров • 1 год назад