正在加载视频...

视频加载失败

加载此视频时出现问题。这可能是由于临时网络问题，或视频可能不可用。

𝗝𝗶𝗺 𝗚𝗿𝗮𝗻𝘁 𝗵𝗮𝘀 𝗰𝗵𝗿𝗼𝗻𝗶𝗰𝗹𝗲𝗱 𝗲𝘃𝗲𝗿𝘆 𝗪𝗮𝗹𝗹 𝗦𝘁𝗿𝗲𝗲𝘁 𝗺𝗮𝗻𝗶𝗮 𝘀𝗶𝗻𝗰𝗲 𝟭𝟵𝟴𝟯, 𝗮𝗻𝗱 𝗵𝗲 𝘁𝗵𝗶𝗻𝗸𝘀 𝘁𝗼𝗱𝗮𝘆 𝗿𝗶𝘃𝗮𝗹𝘀 𝘁𝗵𝗲 𝘄𝗶𝗹𝗱𝗲𝘀𝘁 𝗼𝗳 𝘁𝗵𝗲𝗺. My conversation with Jim covers: • Why AI is "one of the greatest bubbles of all time" • Expectations for the SpaceX, OpenAI & Anthropic IPOs • One-third of the... ~$6 trillion in life insurance assets now sits in private credit • His grade for Jay Powell, and expectations for Kevin Warsh • U.S. debt went from $1 trillion in principal to $1 trillion in annual interest in a single career 0:00 Starts 0:39 Jim on the AI mania 12:23 The economic implications of inflation & deflation 19:56 Interest rates and private credit concerns 27:13 The Fed's inflation 'target' 41:10 How to fix the Federal Reserve 45:09 The history and role of gold in portfolios 54:34 Jim's most memorable investment 57:28 Historical periods to studyshow more

Meb Faber

141,544 subscribers

67,678 次观看 • 1 个月前 •via X (Twitter)

Anya Rossi• Live Now

Private livecam show

0 条评论

暂无评论

原始帖子的评论将显示在这里

相关视频

NEW: Elon Musk says he thinks he can reduce the deficit by $1 Trillion next year, says it will cause a cascading effect for Americans. “I think we can take a trillion dollars out of the out of the deficit next year.” “We have a $2 trillion deficit, which is a far in excess of economic growth. If we can get that deficit in half, from 2 trillion to 1 trillion, and we can get the economic growth to match that 1 trillion growth in the money supply, that means there will be no inflation.” “Interest rates will drop, credit card interest down, mortgage interest down, car payment interest down, and prices at the store stay the same.” “That is a great outcome for people and I think we can do it.”

NEW: Elon Musk says he thinks he can reduce the deficit by $1 Trillion next year, says it will cause a cascading effect for Americans. “I think we can take a trillion dollars out of the out of the deficit next year.” “We have a $2 trillion deficit, which is a far in excess of economic growth. If we can get that deficit in half, from 2 trillion to 1 trillion, and we can get the economic growth to match that 1 trillion growth in the money supply, that means there will be no inflation.” “Interest rates will drop, credit card interest down, mortgage interest down, car payment interest down, and prices at the store stay the same.” “That is a great outcome for people and I think we can do it.”

Collin Rugg

4,342,922 次观看 • 1 年前

While active at Benchmark, Bill Gurley would give an annual “state of the markets” presentation to his investors. This conversation renews that format, with Bill exploring what he sees as both worrying and exciting about the investing landscape, with a special focus on private assets. Timestamps 0:00 Intro 0:23 State of the Union: VC Edition 2:58 The Rise of Mega VC Funds 4:38 Zombie Unicorns 12:29 The IPO and M&A Market Stalemate 19:08 The AI Wave and Its Impact 21:03 Private Markets and LP Liquidity Issues 24:57 The Future of Capital Markets 32:49 Advice for Founders in a Changing Landscape 34:27 The High-Stakes Game of Capital Battles 37:57 Challenges & Opportunities in AI Revenue Models 39:37 The Role of Founders in the AI Revolution 41:44 The Impact of Time and Liquidity on Venture Capital 45:35 Navigating the Future of Venture Capital 53:45 International Dynamics in the AI Race 1:08:58 Advice for Founders in the AI Era

While active at Benchmark, Bill Gurley would give an annual “state of the markets” presentation to his investors. This conversation renews that format, with Bill exploring what he sees as both worrying and exciting about the investing landscape, with a special focus on private assets. Timestamps 0:00 Intro 0:23 State of the Union: VC Edition 2:58 The Rise of Mega VC Funds 4:38 Zombie Unicorns 12:29 The IPO and M&A Market Stalemate 19:08 The AI Wave and Its Impact 21:03 Private Markets and LP Liquidity Issues 24:57 The Future of Capital Markets 32:49 Advice for Founders in a Changing Landscape 34:27 The High-Stakes Game of Capital Battles 37:57 Challenges & Opportunities in AI Revenue Models 39:37 The Role of Founders in the AI Revolution 41:44 The Impact of Time and Liquidity on Venture Capital 45:35 Navigating the Future of Venture Capital 53:45 International Dynamics in the AI Race 1:08:58 Advice for Founders in the AI Era

Patrick OShaughnessy

388,953 次观看 • 1 年前

I hadn’t planned to share this conversation, but it’s just too good to keep private. Jeff Booth ⚡️ gave me a brilliant, private Masterclass on inflation, deflation, and the problem Bitcoin solves. It completely transformed the way I think about these concepts, and I know it will do the same for you. This is a must-watch — one you’ll want to bookmark and share with friends. Timecodes: 00:00 I'm writing a book 1:54 Producitivity growth drives deflation 3:42 Explaining inflation 10:07 Natural state of free market is deflation 13:23 Why do some prices go up? 15:53 Why do prices drop? 18:26 History of inflation 28:45 Business cycles explained 32:54 Inflation is a lie 35:58 Examining inflation 38:48 Home prices and affordability 45:59 Bringing people out of poverty 46:39 Attacking the wealthy 52:31 US Dollar value 56:09 Inflation is wage deflation 58:22 Why don't companies pay more? 1:00:51 Quality of goods and services 1:03:41 Bitcoin as money 1:07:36 Does centralization mean confiscation? 1:09:04 Bitcoin and the US debt 1:09:49 Strategic Bitcoin Reserve

I hadn’t planned to share this conversation, but it’s just too good to keep private. Jeff Booth ⚡️ gave me a brilliant, private Masterclass on inflation, deflation, and the problem Bitcoin solves. It completely transformed the way I think about these concepts, and I know it will do the same for you. This is a must-watch — one you’ll want to bookmark and share with friends. Timecodes: 00:00 I'm writing a book 1:54 Producitivity growth drives deflation 3:42 Explaining inflation 10:07 Natural state of free market is deflation 13:23 Why do some prices go up? 15:53 Why do prices drop? 18:26 History of inflation 28:45 Business cycles explained 32:54 Inflation is a lie 35:58 Examining inflation 38:48 Home prices and affordability 45:59 Bringing people out of poverty 46:39 Attacking the wealthy 52:31 US Dollar value 56:09 Inflation is wage deflation 58:22 Why don't companies pay more? 1:00:51 Quality of goods and services 1:03:41 Bitcoin as money 1:07:36 Does centralization mean confiscation? 1:09:04 Bitcoin and the US debt 1:09:49 Strategic Bitcoin Reserve

Natalie Brunell ⚡️

500,696 次观看 • 1 年前

Cliff Sosin has run one of the most interesting portfolios in public markets—nearly $2B concentrated in just a few companies, which he always knows better than anyone. Over many years, I’ve enjoyed conversations with him on a million topics, and finally convinced him to talk about investing with me for everyone to hear. We start talking about investing overall, and then spend a large part of the conversation hearing his side of the Carvana investing story—one for the ages. Enjoy Timestamps 0:32 Early Career & Discovering Investing 1:49 Starting the Firm 7:23 Defining a Good Business 12:31 Contained vs. Uncontained Businesses 15:30 Mental Models & Market Insights 30:13 The Role of ESG in Investing 34:26 The Carvana Investment Story 41:01 The Complexity of Car Transactions 46:43 Economies of Scale and Trust 49:40 Management Insights 59:07 Operational Issues & Market Challenges 1:19:17 The Role of Word of Mouth in Carvana's Growth 1:20:28 Identifying Early Adopters 1:27:19 The Apollo Deal and Debt Restructuring 1:28:23 Personal Reflections on Investment Decision 1:34:21 The Psychological Toll of Investment 1:45:16 Future Investment Strategies and AI 1:54:51 The Kindest Thing Anyone Has Ever Done For Cliff

Cliff Sosin has run one of the most interesting portfolios in public markets—nearly $2B concentrated in just a few companies, which he always knows better than anyone. Over many years, I’ve enjoyed conversations with him on a million topics, and finally convinced him to talk about investing with me for everyone to hear. We start talking about investing overall, and then spend a large part of the conversation hearing his side of the Carvana investing story—one for the ages. Enjoy Timestamps 0:32 Early Career & Discovering Investing 1:49 Starting the Firm 7:23 Defining a Good Business 12:31 Contained vs. Uncontained Businesses 15:30 Mental Models & Market Insights 30:13 The Role of ESG in Investing 34:26 The Carvana Investment Story 41:01 The Complexity of Car Transactions 46:43 Economies of Scale and Trust 49:40 Management Insights 59:07 Operational Issues & Market Challenges 1:19:17 The Role of Word of Mouth in Carvana's Growth 1:20:28 Identifying Early Adopters 1:27:19 The Apollo Deal and Debt Restructuring 1:28:23 Personal Reflections on Investment Decision 1:34:21 The Psychological Toll of Investment 1:45:16 Future Investment Strategies and AI 1:54:51 The Kindest Thing Anyone Has Ever Done For Cliff

Patrick OShaughnessy

193,789 次观看 • 1 年前

My conversation with John Zito, co-president at Apollo, on how they are building one of the most interesting businesses in finance and investing. We cover all aspects of markets and investing. John is one of the smartest, funniest, and most creative people I’ve met in this business. Enjoy! Timestamps 0:00 Intro 0:55 The Evolution of Capital Markets 2:58 Apollo's Growth and Market Innovations 7:12 Global Capital Markets and Geopolitical Shifts 10:56 Innovations in Financing and Investment Strategies 16:05 Athene 21:57 The Future of Asset Management & Market Trends 22:31 The Role of Fees and Business Models in Asset Management 33:33 The Impact of Liquidity and Market Structure 41:33 Apollo's Culture and Shareholder Value 48:22 The Future of Private and Public Markets 53:20 Building a Great Origination Platform 58:46 Case Study: Carvana 1:05:32 Case Study: Hertz 1:10:17 The Role of AI in Finance 1:14:24 Opportunities in Capital Markets 1:19:36 Finding Meaning in Finance 1:25:34 The Kindest Thing

My conversation with John Zito, co-president at Apollo, on how they are building one of the most interesting businesses in finance and investing. We cover all aspects of markets and investing. John is one of the smartest, funniest, and most creative people I’ve met in this business. Enjoy! Timestamps 0:00 Intro 0:55 The Evolution of Capital Markets 2:58 Apollo's Growth and Market Innovations 7:12 Global Capital Markets and Geopolitical Shifts 10:56 Innovations in Financing and Investment Strategies 16:05 Athene 21:57 The Future of Asset Management & Market Trends 22:31 The Role of Fees and Business Models in Asset Management 33:33 The Impact of Liquidity and Market Structure 41:33 Apollo's Culture and Shareholder Value 48:22 The Future of Private and Public Markets 53:20 Building a Great Origination Platform 58:46 Case Study: Carvana 1:05:32 Case Study: Hertz 1:10:17 The Role of AI in Finance 1:14:24 Opportunities in Capital Markets 1:19:36 Finding Meaning in Finance 1:25:34 The Kindest Thing

Patrick OShaughnessy

163,516 次观看 • 1 年前

The U.S. government is nearly $40 trillion in debt, a fact that pretty much guarantees exciting times ahead. Coleman Church on what comes next. (0:00) Debt Trading and Emerging Markets Debt (8:58) The IMF's Role in American Foreign Policy (16:08) What Will the Banks Do With Ukraine? (17:17) What Is a Debt Crisis? (23:06) Will America's Financial Dominance End? (25:27) The Seizing of the Russian Reserves (26:19) Why Gold Is a Better Investment Than the Stock Market (28:57) How the Fed Is Secretly Destroying Free Market Capitalism (31:23) What Is Deflation? (34:37) How Do We Fix the Deficit Problem? (45:45) How Safe Is the Stock Market? (53:32) How Is AI Impacting the Market? (1:00:00) What Happened to All the Concern About Climate Change? (1:01:45) What Is ESG? (1:07:59) What Is the Alternative to Investing in the Stock Market? (1:12:07) Is Crypto the Next Global Reserve Currency? (1:23:38) Could Crypto Be Weaponized by the Government? (1:24:23) What Do We Know About Global Gold Reserves? (1:31:51) The Unintended Consequences of the 2008 Financial Crisis Bailouts (1:43:19) What Would Happen if the United States Needed a Bailout?

The U.S. government is nearly $40 trillion in debt, a fact that pretty much guarantees exciting times ahead. Coleman Church on what comes next. (0:00) Debt Trading and Emerging Markets Debt (8:58) The IMF's Role in American Foreign Policy (16:08) What Will the Banks Do With Ukraine? (17:17) What Is a Debt Crisis? (23:06) Will America's Financial Dominance End? (25:27) The Seizing of the Russian Reserves (26:19) Why Gold Is a Better Investment Than the Stock Market (28:57) How the Fed Is Secretly Destroying Free Market Capitalism (31:23) What Is Deflation? (34:37) How Do We Fix the Deficit Problem? (45:45) How Safe Is the Stock Market? (53:32) How Is AI Impacting the Market? (1:00:00) What Happened to All the Concern About Climate Change? (1:01:45) What Is ESG? (1:07:59) What Is the Alternative to Investing in the Stock Market? (1:12:07) Is Crypto the Next Global Reserve Currency? (1:23:38) Could Crypto Be Weaponized by the Government? (1:24:23) What Do We Know About Global Gold Reserves? (1:31:51) The Unintended Consequences of the 2008 Financial Crisis Bailouts (1:43:19) What Would Happen if the United States Needed a Bailout?

Tucker Carlson

2,594,546 次观看 • 7 个月前

Tony James on Costco, Starbucks, Blackstone, and Charlie Munger Tony James is an investor, Chairman of the Board at Costco, and former President and COO of Blackstone. In this conversation, he joins a16z GP David Haber for a conversation on scaling Blackstone from $14 billion to nearly $1 trillion, lessons from 38 years on the board of Costco, the future of private markets, and more. 00:00 Intro 00:45 Starting at DLJ: Getting in on the ground floor 03:05 The LBO revolution & building a merchant bank 09:09 Leading the Series A into Costco & lessons from Jim Sinegal 15:00 38 years on the Costco board & learning from Charlie Munger 25:17 Joining Blackstone: The partnership with Steve Schwarzman 33:44 Blackstone's journey from $14 billion to nearly $1 trillion 44:09 Investment committee culture & the art of robust debate 53:41 The IPO, retail distribution, and building competitive moats 01:05:39 Succession planning & knowing when to step away 01:10:00 The future of private markets 01:15:24 Advice for young people David Haber

Tony James on Costco, Starbucks, Blackstone, and Charlie Munger Tony James is an investor, Chairman of the Board at Costco, and former President and COO of Blackstone. In this conversation, he joins a16z GP David Haber for a conversation on scaling Blackstone from $14 billion to nearly $1 trillion, lessons from 38 years on the board of Costco, the future of private markets, and more. 00:00 Intro 00:45 Starting at DLJ: Getting in on the ground floor 03:05 The LBO revolution & building a merchant bank 09:09 Leading the Series A into Costco & lessons from Jim Sinegal 15:00 38 years on the Costco board & learning from Charlie Munger 25:17 Joining Blackstone: The partnership with Steve Schwarzman 33:44 Blackstone's journey from $14 billion to nearly $1 trillion 44:09 Investment committee culture & the art of robust debate 53:41 The IPO, retail distribution, and building competitive moats 01:05:39 Succession planning & knowing when to step away 01:10:00 The future of private markets 01:15:24 Advice for young people David Haber

a16z

212,263 次观看 • 2 个月前

.Mike Novogratz and I are back with a brand-new episode of All Things Markets. We discuss Kevin Warsh, public debt, Ray Dalio's debt warning, President Trump's visit to China, what's next for the GENIUS Act, the future of Anthropic, and so much more. Watch on X, YouTube, and Spotify. Timestamps 0:00 Mooch and Novo are back! 0:55 Kevin Warsh confirmed as chairman of the Federal Reserve 2:15 Public debt hit $31.27 trillion against a GDP of $31.22 trillion 5:02 The S&P 500 and Nasdaq hit new all-time highs again 7:12 What's the one thing people should do right now to recession-proof their career? 9:47 What happens next in Bitcoin and crypto? 13:02 Ray Dalio's debt warning and possible solutions 15:28 Donald Trump visits China. What effect will it have? 20:52 Anthropic says AI will build itself by the end of 2028 22:53 Bullish vs Bearish 26:11 The CEO of the American Bankers Association tries to kill the GENIUS Act 32:25 A lot to be optimistic about...

Anthony Scaramucci

14,044 次观看 • 2 个月前

I sat down with Jan van Eck to discuss on private credit, gold, bitcoin, India, and the rise of ETFs. Jan manages $200 billion in assets and he did not hold back on explaining where he sees opportunity in the market for investors. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 1:14 - Private credit market & where the opportunity is 4:26 - ETF industry growth & what most people miss 6:09 - VanEck's history & gold as a core asset class 9:42 - AI, commodities & the infrastructure buildout 12:34 - Bitcoin vs. gold — why BTC hasn't kept up 22:22 - VanEck's big bet on India 28:49 - Navigating today's macro environment 34:06 - U.S. government debt & the Social Security crisis 38:12 - Balancing economic data & sentiment 44:31 - Corporate AI adoption & the token cost problem 49:28 - When will AI make investment decisions? 56:33 - Jan's father's legacy & what guides VanEck today

I sat down with Jan van Eck to discuss on private credit, gold, bitcoin, India, and the rise of ETFs. Jan manages $200 billion in assets and he did not hold back on explaining where he sees opportunity in the market for investors. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 1:14 - Private credit market & where the opportunity is 4:26 - ETF industry growth & what most people miss 6:09 - VanEck's history & gold as a core asset class 9:42 - AI, commodities & the infrastructure buildout 12:34 - Bitcoin vs. gold — why BTC hasn't kept up 22:22 - VanEck's big bet on India 28:49 - Navigating today's macro environment 34:06 - U.S. government debt & the Social Security crisis 38:12 - Balancing economic data & sentiment 44:31 - Corporate AI adoption & the token cost problem 49:28 - When will AI make investment decisions? 56:33 - Jan's father's legacy & what guides VanEck today

Anthony Pompliano 🌪

203,044 次观看 • 2 个月前

Here's my conversation with Jensen Huang, CEO of NVIDIA, the most valuable & one of the most influential companies in the history of human civilization. It is the engine powering the AI revolution. This was a fascinating & inspiring conversation, in parts super-technical on engineering of every part of the AI stack, memory, power, supply chain (TSMC, ASML, etc), in parts about leadership & psychology, and in parts personal & philosophical about life, consciousness, mortality, and human nature. It's here on X in full and is up everywhere else (see comment). Timestamps: 0:00 - Introduction 0:33 - Extreme co-design and rack-scale engineering 3:18 - How Jensen runs NVIDIA 22:40 - AI scaling laws 37:40 - Biggest blockers to AI scaling laws 39:23 - Supply chain 41:18 - Memory 47:24 - Power 52:43 - Elon and Colossus 56:11 - Jensen's approach to engineering and leadership 1:01:37 - China 1:09:50 - TSMC and Taiwan 1:15:04 - NVIDIA's moat 1:20:41 - AI data centers in space 1:24:30 - Will NVIDIA be worth $10 trillion? 1:34:39 - Leadership under pressure 1:48:25 - Video games 1:55:16 - AGI timeline 1:57:29 - Future of programming 2:11:01 - Consciousness 2:17:22 - Mortality

Here's my conversation with Jensen Huang, CEO of NVIDIA, the most valuable & one of the most influential companies in the history of human civilization. It is the engine powering the AI revolution. This was a fascinating & inspiring conversation, in parts super-technical on engineering of every part of the AI stack, memory, power, supply chain (TSMC, ASML, etc), in parts about leadership & psychology, and in parts personal & philosophical about life, consciousness, mortality, and human nature. It's here on X in full and is up everywhere else (see comment). Timestamps: 0:00 - Introduction 0:33 - Extreme co-design and rack-scale engineering 3:18 - How Jensen runs NVIDIA 22:40 - AI scaling laws 37:40 - Biggest blockers to AI scaling laws 39:23 - Supply chain 41:18 - Memory 47:24 - Power 52:43 - Elon and Colossus 56:11 - Jensen's approach to engineering and leadership 1:01:37 - China 1:09:50 - TSMC and Taiwan 1:15:04 - NVIDIA's moat 1:20:41 - AI data centers in space 1:24:30 - Will NVIDIA be worth $10 trillion? 1:34:39 - Leadership under pressure 1:48:25 - Video games 1:55:16 - AGI timeline 1:57:29 - Future of programming 2:11:01 - Consciousness 2:17:22 - Mortality

Lex Fridman

2,530,921 次观看 • 4 个月前

This week on The Knowledge Project: A rare interview with Bruce Flatt, the quiet force behind 19% annual returns for 30 years, reveals the investment principles that transformed Brookfield into a $1T global powerhouse. "Our view always has been 'Buy the best.' Own the best, buy the best; continue to reinvest into the best." (00:00:54) Changes in Investing Over the Past 25 Years (00:02:50) How Private Enterprise Has Built Our Tech Infrastructure (00:05:07) Implications and Opportunities of Passive Investing (00:14:40) AI (00:19:39) Transition to Low-Carbon Energy (00:23:19) Future of Data Centers (00:25:28) De-globalization of Industry (00:27:55) Implications of Manufacturing Repatriation (00:29:06) Long-term Prospects for America (00:31:35) Changes in Real Estate (00:34:13) Approach to Risk and Debt (00:38:40) Managing Market Dislocations (00:40:22) Long-term Investing Strategy (00:42:59) History and Future of Brookfield (00:45:48) Exploration of Private Markets and Insurance (00:46:41) Investment Decision Process (00:48:34) Introduction to Annuities (00:53:10) Understanding Brookfield’s Structure (01:00:51) Focus on Downside Protection (01:02:56) Accountability in Investment Decisions (01:04:24) Understanding Investment Cycles (01:06:59) Postmortem Analysis of Investments (01:09:07) Consideration of Geopolitical Risks

This week on The Knowledge Project: A rare interview with Bruce Flatt, the quiet force behind 19% annual returns for 30 years, reveals the investment principles that transformed Brookfield into a $1T global powerhouse. "Our view always has been 'Buy the best.' Own the best, buy the best; continue to reinvest into the best." (00:00:54) Changes in Investing Over the Past 25 Years (00:02:50) How Private Enterprise Has Built Our Tech Infrastructure (00:05:07) Implications and Opportunities of Passive Investing (00:14:40) AI (00:19:39) Transition to Low-Carbon Energy (00:23:19) Future of Data Centers (00:25:28) De-globalization of Industry (00:27:55) Implications of Manufacturing Repatriation (00:29:06) Long-term Prospects for America (00:31:35) Changes in Real Estate (00:34:13) Approach to Risk and Debt (00:38:40) Managing Market Dislocations (00:40:22) Long-term Investing Strategy (00:42:59) History and Future of Brookfield (00:45:48) Exploration of Private Markets and Insurance (00:46:41) Investment Decision Process (00:48:34) Introduction to Annuities (00:53:10) Understanding Brookfield’s Structure (01:00:51) Focus on Downside Protection (01:02:56) Accountability in Investment Decisions (01:04:24) Understanding Investment Cycles (01:06:59) Postmortem Analysis of Investments (01:09:07) Consideration of Geopolitical Risks

The Knowledge Project

453,197 次观看 • 1 年前

My conversation with Dan Sundheim (Daniel Sundheim). He is the founder and CIO of D1 Capital Partners, which manages over $30B across public and private markets. There's no one as passionate about investing as Dan. We had a really wide-ranging conversation and discuss: - Public vs. private markets in 2026 - Anthropic, OpenAI, and SpaceX - How Dario reminds him of Jeff Bezos - The future of hyperscalers - The software selloff and what comes next - GameStop and the LP dinner that followed - China vs. US: the risk of Taiwan Enjoy! Timestamps: 0:00 Intro 1:05 Public vs. Private Markets 9:10 LLMs as a Business Model 23:23 The Future of Hyperscalers 27:45 AI's Impact on Traditional Software 36:31 Surviving the GameStop Short Squeeze 49:54 Big Private Bets: Rivian and SpaceX 54:26 The Art of Short Selling 1:04:28 Early Career 1:17:11 Geopolitics and the Semiconductor Collision Course 1:22:05 Traits of Great Leadership 1:23:20 The Kindest Thing

My conversation with Dan Sundheim (Daniel Sundheim). He is the founder and CIO of D1 Capital Partners, which manages over $30B across public and private markets. There's no one as passionate about investing as Dan. We had a really wide-ranging conversation and discuss: - Public vs. private markets in 2026 - Anthropic, OpenAI, and SpaceX - How Dario reminds him of Jeff Bezos - The future of hyperscalers - The software selloff and what comes next - GameStop and the LP dinner that followed - China vs. US: the risk of Taiwan Enjoy! Timestamps: 0:00 Intro 1:05 Public vs. Private Markets 9:10 LLMs as a Business Model 23:23 The Future of Hyperscalers 27:45 AI's Impact on Traditional Software 36:31 Surviving the GameStop Short Squeeze 49:54 Big Private Bets: Rivian and SpaceX 54:26 The Art of Short Selling 1:04:28 Early Career 1:17:11 Geopolitics and the Semiconductor Collision Course 1:22:05 Traits of Great Leadership 1:23:20 The Kindest Thing

Patrick OShaughnessy

1,212,199 次观看 • 5 个月前

There are $2+ trillion worth of private AI companies that retail investors can't buy. One stock named VCX just gave them the door and went from $31 to $575 in five days... The craziest part? The assets inside it are only worth $19 per share. People are paying 30x the actual value just to own a piece of Anthropic, OpenAI, and SpaceX before they IPO. This is the most important story in markets right now. New episode breaking it all down: Josh Kale Ejaaz

There are $2+ trillion worth of private AI companies that retail investors can't buy. One stock named VCX just gave them the door and went from $31 to $575 in five days... The craziest part? The assets inside it are only worth $19 per share. People are paying 30x the actual value just to own a piece of Anthropic, OpenAI, and SpaceX before they IPO. This is the most important story in markets right now. New episode breaking it all down: Josh Kale Ejaaz

Limitless

17,880 次观看 • 4 个月前

GLOBAL BOND MARKETS ARE BREAKING IN REAL TIME Bond yields are spiking around the world simultaneously US 10-year Treasury: 4.6%, biggest weekly jump since 2025 Japan 30-year: broke 4% for the first time since it was introduced in 1999 Japan 10-year: 2.78%, highest since May 1997 UK gilts up 15 bps in a single day on political instability The cause in the Strait of Hormuz is still closed, meaning oil stays elevated and Inflation expectations refuse to come down The Trump-Xi summit ended without progress Bond traders are pricing in stagflation instead of pricing in rate cuts This matters beyond bonds Higher yields mean higher borrowing costs for governments The US has $39 trillion in debt and pays $1 trillion a year in interest Every basis point up costs the Treasury billions Polymarket now gives 66% odds that Kevin Warsh hikes rates in December Markets are still in disbelief The bigger risk is if Japanese institutional investors stop financing US Treasuries and start repatriating capital They hold $1.1 trillion in US debt When the same thing happened in August 2024, the yen carry trade unwound and global markets crashed in 72 hours Bond markets are the foundation of everything else And the foundation is moving

GLOBAL BOND MARKETS ARE BREAKING IN REAL TIME Bond yields are spiking around the world simultaneously US 10-year Treasury: 4.6%, biggest weekly jump since 2025 Japan 30-year: broke 4% for the first time since it was introduced in 1999 Japan 10-year: 2.78%, highest since May 1997 UK gilts up 15 bps in a single day on political instability The cause in the Strait of Hormuz is still closed, meaning oil stays elevated and Inflation expectations refuse to come down The Trump-Xi summit ended without progress Bond traders are pricing in stagflation instead of pricing in rate cuts This matters beyond bonds Higher yields mean higher borrowing costs for governments The US has $39 trillion in debt and pays $1 trillion a year in interest Every basis point up costs the Treasury billions Polymarket now gives 66% odds that Kevin Warsh hikes rates in December Markets are still in disbelief The bigger risk is if Japanese institutional investors stop financing US Treasuries and start repatriating capital They hold $1.1 trillion in US debt When the same thing happened in August 2024, the yen carry trade unwound and global markets crashed in 72 hours Bond markets are the foundation of everything else And the foundation is moving

Leshka.eth ⛩

463,191 次观看 • 2 个月前

GOLD TELEGRAPH CONVERSATIONS #1: JUDY SHELTON “I want the United States to be the leader if there's any kind of gold backing to a currency.” - Judy Shelton Economic advisor to former President Donald Trump, Judy Shelton, joins me for a captivating conversation spanning a wide range of subjects. Judy Shelton is a Senior Fellow at the Independent Institute and author of the book Good as Gold: How to Unleash the Power of Sound Money. She is the former Chairman of the National Endowment for Democracy and former U.S. Director of the European Bank for Reconstruction and Development. She has testified before the U.S. Senate Banking, Senate Foreign Relations, House Banking, House Foreign Affairs, and Joint Economic Committee. In our conversation, we explore a series of compelling topics, highlighted by Judy’s riveting career stories, including her interactions with figures like Alan Greenspan, Paul Volcker, and other influential central bankers. One of the most powerful revelations she shared was Paul Volcker’s frank admission: he had always believed the United States would eventually return to the Bretton Woods system. For those unfamiliar, Volcker was referencing the pivotal moment known as the Nixon Shock in 1971, when President Nixon abruptly suspended the U.S. dollar's convertibility into gold, shattering the foundation of the Bretton Woods system. At that historic moment in history, Volcker served as the Under Secretary of the Treasury for International Monetary Affairs. This marked the transition to a pure fiat monetary system. We get into a wide-ranging conversation that covers many topics, which include: • The US Dollar • The U.S. National Debt as a Security Threat • Federal Reserve's Role in America's debt and Financial Instability • Historical Perspectives on Monetary Policy • Potential Return to a Gold-Backed System • Comparisons Between Soviet Central Planning and Current Economic Policies • BRICS Countries and Global Financial Shifts • Treasury Bond Backed by Gold and the Potential for Gold Backed Stablecoins + much more. I hope you all enjoy this conversation, and a big thank you to Judy Shelton for joining me for our first Gold Telegraph conversation. TIMESTAMPS: 0:49 - How much does the US dollar’s global dominance depend on the upcoming election? 2:08 – Is debt a threat to U.S. national security? 3:20 - How responsible is the Federal Reserve for America's current debt level? 7:54 - How has the Federal Reserve contributed to the financial instability we face today? 13:22 - How do you see today’s shifting global landscape, given your deep background in historical analysis? 19:46 - Are we on the verge of another major global monetary shift, and what might it look like? 29:13 - Was there a specific moment or event early in your career that sparked your interest in the study of gold? 34:09 - Memorable stories from your conversations with Alan Greenspan, Paul Volcker and Robert Mandel 39:22 - How do you define sound money? 46: 14 - How interconnected are sound money, economic opportunity, stability, and global peace, especially in today’s polarized world? 49:51 - Why do you think so many policymakers dismiss and mock gold, even as global demand is at records and central banks are stockpiling? 54:13 - How does the Fed's dual mandate open it to political vulnerabilities, and could a rules-based system address these issues? 59:37 - How does the Fed’s centralized control over interest rates affect what is supposed to be a market-based economy? 1:02:48 - Are central banks aggressive policies eroding or undermining capitalism and the concept of free markets? 1:06:23 - Are BRICS nations positioning gold to become a unit of account and medium of exchange, potentially bypassing the traditional financial system? 1:09:38 - Could imposing tariffs on countries that move away from the dollar actually help America maintain its financial muscle? 1:14:47 - What gives you hope for potential reforms that could create a monetary system supporting economic freedom and stability for everyone? 1:16:58 - Could we potentially see you in the next administration advocating for these policies?

GOLD TELEGRAPH CONVERSATIONS #1: JUDY SHELTON “I want the United States to be the leader if there's any kind of gold backing to a currency.” - Judy Shelton Economic advisor to former President Donald Trump, Judy Shelton, joins me for a captivating conversation spanning a wide range of subjects. Judy Shelton is a Senior Fellow at the Independent Institute and author of the book Good as Gold: How to Unleash the Power of Sound Money. She is the former Chairman of the National Endowment for Democracy and former U.S. Director of the European Bank for Reconstruction and Development. She has testified before the U.S. Senate Banking, Senate Foreign Relations, House Banking, House Foreign Affairs, and Joint Economic Committee. In our conversation, we explore a series of compelling topics, highlighted by Judy’s riveting career stories, including her interactions with figures like Alan Greenspan, Paul Volcker, and other influential central bankers. One of the most powerful revelations she shared was Paul Volcker’s frank admission: he had always believed the United States would eventually return to the Bretton Woods system. For those unfamiliar, Volcker was referencing the pivotal moment known as the Nixon Shock in 1971, when President Nixon abruptly suspended the U.S. dollar's convertibility into gold, shattering the foundation of the Bretton Woods system. At that historic moment in history, Volcker served as the Under Secretary of the Treasury for International Monetary Affairs. This marked the transition to a pure fiat monetary system. We get into a wide-ranging conversation that covers many topics, which include: • The US Dollar • The U.S. National Debt as a Security Threat • Federal Reserve's Role in America's debt and Financial Instability • Historical Perspectives on Monetary Policy • Potential Return to a Gold-Backed System • Comparisons Between Soviet Central Planning and Current Economic Policies • BRICS Countries and Global Financial Shifts • Treasury Bond Backed by Gold and the Potential for Gold Backed Stablecoins + much more. I hope you all enjoy this conversation, and a big thank you to Judy Shelton for joining me for our first Gold Telegraph conversation. TIMESTAMPS: 0:49 - How much does the US dollar’s global dominance depend on the upcoming election? 2:08 – Is debt a threat to U.S. national security? 3:20 - How responsible is the Federal Reserve for America's current debt level? 7:54 - How has the Federal Reserve contributed to the financial instability we face today? 13:22 - How do you see today’s shifting global landscape, given your deep background in historical analysis? 19:46 - Are we on the verge of another major global monetary shift, and what might it look like? 29:13 - Was there a specific moment or event early in your career that sparked your interest in the study of gold? 34:09 - Memorable stories from your conversations with Alan Greenspan, Paul Volcker and Robert Mandel 39:22 - How do you define sound money? 46: 14 - How interconnected are sound money, economic opportunity, stability, and global peace, especially in today’s polarized world? 49:51 - Why do you think so many policymakers dismiss and mock gold, even as global demand is at records and central banks are stockpiling? 54:13 - How does the Fed's dual mandate open it to political vulnerabilities, and could a rules-based system address these issues? 59:37 - How does the Fed’s centralized control over interest rates affect what is supposed to be a market-based economy? 1:02:48 - Are central banks aggressive policies eroding or undermining capitalism and the concept of free markets? 1:06:23 - Are BRICS nations positioning gold to become a unit of account and medium of exchange, potentially bypassing the traditional financial system? 1:09:38 - Could imposing tariffs on countries that move away from the dollar actually help America maintain its financial muscle? 1:14:47 - What gives you hope for potential reforms that could create a monetary system supporting economic freedom and stability for everyone? 1:16:58 - Could we potentially see you in the next administration advocating for these policies?

Gold Telegraph ⚡

915,695 次观看 • 1 年前

America's Next Move: Inflation, War & the Future of Money | Dr. Jim Willie | Free The Money Ep. 29 Dr. Jim Willie joins Free the Money to discuss why the conflict with Iran will continue to have consequences far beyond the Middle East. He argues that rising diesel prices, fertilizer shortages, and disruptions to global energy flows are creating conditions for a potential food crisis later this year, with Europe facing the greatest risk due to its dependence on imported oil. We also examine why Jim believes the bond market is rejecting Federal Reserve policy, what Kevin Warsh may face as the new Fed Chair, and the consequences of cutting rates in an environment of rising inflation and weakening demand for U.S. Treasuries. Jim explains why foreign demand for U.S. debt is weakening and outlines a controversial theory that America may increasingly use energy supply and military influence to secure Treasury buyers abroad. Finally, we discuss China's role in a changing global economy and why Jim believes XRP could emerge as a neutral bridge asset in a world where nations need to settle trade without relying on trust. Sign up for Dr. Jim Willie’s Newsletter: Sign up for iTrustCapital using my link for a $100 funding bonus and see why more people are opening tax-advantaged Crypto, Gold & Silver IRAs to diversify and protect their future wealth: Check out my favorite privacy coin, Zano and follow Zano for updates. You can buy Zano seamlessly on MEXC using a VPN, or browse the full list of exchanges where Zano is available here: You can also find educational content, tutorials, and interviews on the official Zano YouTube Channel: 0:00 Global War Escalation: 15 Nations Involved, Oil Supply Shocks & Economic Fallout 7:18 Europe's Fertilizer Crisis, Energy Shortages & NATO's Uncertain Future 12:23 The September 2024 Bond Market Warning: Why Fed Rate Cuts Sent Yields Higher & What It Means for Kevin Warsh 15:50 AI, Data Centers & the Hidden Costs of the Coming Automation Boom 24:23 Will Warsh Cut Rates? Inflation Risks, Bond Market Stress & a Steeper Yield Curve 28:54 Monetization, Oil Diplomacy & Using Energy Supply and Protection to Support U.S. Debt Markets 32:40 iTrustCapital 36:48 The Real Reason Home Insurance Costs Have Exploded Over the Last Decade 39:20 The K-Shaped Economy: Why Stocks Are Booming While Americans Struggle 43:00 Zano, Financial Privacy & Why Privacy Technology Matters More Than Ever 50:33 Trump's Economic Strategy: AI, Digital ID, UBI & the Future Financial System 56:52 China's $1 Trillion Manufacturing Investment: Plaza Accord 2.0 or Something Bigger? 1:04:19 Key Inflation Signals: Treasury Yields, Diesel Prices & Insurance Costs 1:13:33 XRP as a Neutral Global Bridge Asset: Cross-Border Payments & the Future of Settlement 1:31:56 Blockchain Voting: Transparency, Security & Election Integrity 1:34:13 The World of Polling

America's Next Move: Inflation, War & the Future of Money | Dr. Jim Willie | Free The Money Ep. 29 Dr. Jim Willie joins Free the Money to discuss why the conflict with Iran will continue to have consequences far beyond the Middle East. He argues that rising diesel prices, fertilizer shortages, and disruptions to global energy flows are creating conditions for a potential food crisis later this year, with Europe facing the greatest risk due to its dependence on imported oil. We also examine why Jim believes the bond market is rejecting Federal Reserve policy, what Kevin Warsh may face as the new Fed Chair, and the consequences of cutting rates in an environment of rising inflation and weakening demand for U.S. Treasuries. Jim explains why foreign demand for U.S. debt is weakening and outlines a controversial theory that America may increasingly use energy supply and military influence to secure Treasury buyers abroad. Finally, we discuss China's role in a changing global economy and why Jim believes XRP could emerge as a neutral bridge asset in a world where nations need to settle trade without relying on trust. Sign up for Dr. Jim Willie’s Newsletter: Sign up for iTrustCapital using my link for a $100 funding bonus and see why more people are opening tax-advantaged Crypto, Gold & Silver IRAs to diversify and protect their future wealth: Check out my favorite privacy coin, Zano and follow Zano for updates. You can buy Zano seamlessly on MEXC using a VPN, or browse the full list of exchanges where Zano is available here: You can also find educational content, tutorials, and interviews on the official Zano YouTube Channel: 0:00 Global War Escalation: 15 Nations Involved, Oil Supply Shocks & Economic Fallout 7:18 Europe's Fertilizer Crisis, Energy Shortages & NATO's Uncertain Future 12:23 The September 2024 Bond Market Warning: Why Fed Rate Cuts Sent Yields Higher & What It Means for Kevin Warsh 15:50 AI, Data Centers & the Hidden Costs of the Coming Automation Boom 24:23 Will Warsh Cut Rates? Inflation Risks, Bond Market Stress & a Steeper Yield Curve 28:54 Monetization, Oil Diplomacy & Using Energy Supply and Protection to Support U.S. Debt Markets 32:40 iTrustCapital 36:48 The Real Reason Home Insurance Costs Have Exploded Over the Last Decade 39:20 The K-Shaped Economy: Why Stocks Are Booming While Americans Struggle 43:00 Zano, Financial Privacy & Why Privacy Technology Matters More Than Ever 50:33 Trump's Economic Strategy: AI, Digital ID, UBI & the Future Financial System 56:52 China's $1 Trillion Manufacturing Investment: Plaza Accord 2.0 or Something Bigger? 1:04:19 Key Inflation Signals: Treasury Yields, Diesel Prices & Insurance Costs 1:13:33 XRP as a Neutral Global Bridge Asset: Cross-Border Payments & the Future of Settlement 1:31:56 Blockchain Voting: Transparency, Security & Election Integrity 1:34:13 The World of Polling

Bri Teresi

29,765 次观看 • 2 个月前

Feminism! Ana vs Pearl! Stefan Molyneux takes on a debate about feminism between Ana Kasparian and Pearl Davis in his Freedomain podcast. He discusses Pearl's arguments on women's roles in the economy, tying them to falling birth rates and broader effects on society. Molyneux breaks down some common misunderstandings in economic data and digs into the nuances of gender expectations and family life. In the end, he questions what modern feminism really means and encourages people to join the conversation. Stefan will be there March 28, 2026, he hopes to see you there! Chapters: 0:00:00 Introduction to the Debate 0:01:10 Unpacking Feminism's Economic Impact 0:05:59 The Government's Role in Female Employment 0:14:17 Domestic Violence Statistics and Feminism 0:16:56 Title IX and Its Implications 0:23:08 The Debate on Modern Relationships 0:28:20 The Case of Terrence Pop 0:32:22 The Effects of Feminism on Men 0:41:01 The Statistics of Divorce 0:49:00 Child Support and Alimony Issues 0:59:20 Incentives in Divorce Decisions 1:03:55 Addressing Negatives of Feminism 1:06:14 Closing Thoughts and Future Events GET FREEDOMAIN MERCH! SUBSCRIBE TO ME ON X! Follow me on Youtube! GET MY NEW BOOK 'PEACEFUL PARENTING', THE INTERACTIVE PEACEFUL PARENTING AI, AND THE FULL AUDIOBOOK! Join the PREMIUM philosophy community on the web for free! Subscribers get 12 HOURS on the "Truth About the French Revolution," multiple interactive multi-lingual philosophy AIs trained on thousands of hours of my material - as well as AIs for Real-Time Relationships, Bitcoin, Peaceful Parenting, and Call-In Shows! You also receive private livestreams, HUNDREDS of exclusive premium shows, early release podcasts, the 22 Part History of Philosophers series and much more! See you soon!

Feminism! Ana vs Pearl! Stefan Molyneux takes on a debate about feminism between Ana Kasparian and Pearl Davis in his Freedomain podcast. He discusses Pearl's arguments on women's roles in the economy, tying them to falling birth rates and broader effects on society. Molyneux breaks down some common misunderstandings in economic data and digs into the nuances of gender expectations and family life. In the end, he questions what modern feminism really means and encourages people to join the conversation. Stefan will be there March 28, 2026, he hopes to see you there! Chapters: 0:00:00 Introduction to the Debate 0:01:10 Unpacking Feminism's Economic Impact 0:05:59 The Government's Role in Female Employment 0:14:17 Domestic Violence Statistics and Feminism 0:16:56 Title IX and Its Implications 0:23:08 The Debate on Modern Relationships 0:28:20 The Case of Terrence Pop 0:32:22 The Effects of Feminism on Men 0:41:01 The Statistics of Divorce 0:49:00 Child Support and Alimony Issues 0:59:20 Incentives in Divorce Decisions 1:03:55 Addressing Negatives of Feminism 1:06:14 Closing Thoughts and Future Events GET FREEDOMAIN MERCH! SUBSCRIBE TO ME ON X! Follow me on Youtube! GET MY NEW BOOK 'PEACEFUL PARENTING', THE INTERACTIVE PEACEFUL PARENTING AI, AND THE FULL AUDIOBOOK! Join the PREMIUM philosophy community on the web for free! Subscribers get 12 HOURS on the "Truth About the French Revolution," multiple interactive multi-lingual philosophy AIs trained on thousands of hours of my material - as well as AIs for Real-Time Relationships, Bitcoin, Peaceful Parenting, and Call-In Shows! You also receive private livestreams, HUNDREDS of exclusive premium shows, early release podcasts, the 22 Part History of Philosophers series and much more! See you soon!

Freedomain - with Stefan Molyneux, MA

28,109 次观看 • 6 个月前

Ep. 19 | Free The Money | What This War Is REALLY About… Dr. Jim Willie In this episode, I’m joined by Dr. Jim Willie, who breaks down what he believes is really driving the war, not geopolitics, but a deeper financial battle. He argues the consequences will be felt through rising oil prices, inflation, and a breakdown in demand for U.S. Treasuries. According to Dr. Willie, institutions like the Exchange Stabilization Fund are quietly propping up the system, while global powers shift toward neutral assets like gold. He also points to the City of London and its alleged move toward Dubai as part of a larger restructuring of financial control. In his view, this war is ultimately about gold, power, and the future of the monetary system. Sign up for ITrustCapitol with this link for $100 funding bonus. See why people are opening a tax-advantaged Crypto, Gold & Silver IRA for their future: Sign up for Dr. Jim Willie’s Newsletter: 00:00 Current Global Conflicts 23:35 Oil Prices and Economic Forecasts 31:10 Cultural Insights from the Gulf 31:49 XRP's Ubiquity in the Gulf Region 33:57 The Future of Treasury Bills 35:30 The Shift Towards Neutral Assets 38:05 XRP as a Bridge Asset 39:47 The Impending Credit Crisis 41:54 The Strait of Hormuz 44:07 Economic Implications of Oil Prices 46:29 The Reality of Inflation and Recession 47:52 Trump, War, and Economic Strategy 59:46 The Shifting Sands of Dubai 01:02:40 Oil Prices and Market Dynamics 01:03:38 Military Movements and Strategic Implications 01:07:49 Public Sentiment on War 01:11:24 The Role of Global Powers 01:19:55 Understanding the Empire of Three Cities 01:23:48 Exploring Sovereign Nations and Financial Surpluses 01:24:20 Understanding Credit Default Swaps and Economic Implications 01:25:44 Geopolitical Tensions and Potential Retaliations 01:27:46 Cuba, Venezuela, and the Quest for Freedom 01:29:20 The Gold Reserves and Economic Power Dynamics 01:31:55 Iran's Revolutionary Guard and the Future of Regime Change 01:33:26 The Role of Silver in Economic Stability 01:37:37 Investing in Precious Metals and Cryptocurrencies

Ep. 19 | Free The Money | What This War Is REALLY About… Dr. Jim Willie In this episode, I’m joined by Dr. Jim Willie, who breaks down what he believes is really driving the war, not geopolitics, but a deeper financial battle. He argues the consequences will be felt through rising oil prices, inflation, and a breakdown in demand for U.S. Treasuries. According to Dr. Willie, institutions like the Exchange Stabilization Fund are quietly propping up the system, while global powers shift toward neutral assets like gold. He also points to the City of London and its alleged move toward Dubai as part of a larger restructuring of financial control. In his view, this war is ultimately about gold, power, and the future of the monetary system. Sign up for ITrustCapitol with this link for $100 funding bonus. See why people are opening a tax-advantaged Crypto, Gold & Silver IRA for their future: Sign up for Dr. Jim Willie’s Newsletter: 00:00 Current Global Conflicts 23:35 Oil Prices and Economic Forecasts 31:10 Cultural Insights from the Gulf 31:49 XRP's Ubiquity in the Gulf Region 33:57 The Future of Treasury Bills 35:30 The Shift Towards Neutral Assets 38:05 XRP as a Bridge Asset 39:47 The Impending Credit Crisis 41:54 The Strait of Hormuz 44:07 Economic Implications of Oil Prices 46:29 The Reality of Inflation and Recession 47:52 Trump, War, and Economic Strategy 59:46 The Shifting Sands of Dubai 01:02:40 Oil Prices and Market Dynamics 01:03:38 Military Movements and Strategic Implications 01:07:49 Public Sentiment on War 01:11:24 The Role of Global Powers 01:19:55 Understanding the Empire of Three Cities 01:23:48 Exploring Sovereign Nations and Financial Surpluses 01:24:20 Understanding Credit Default Swaps and Economic Implications 01:25:44 Geopolitical Tensions and Potential Retaliations 01:27:46 Cuba, Venezuela, and the Quest for Freedom 01:29:20 The Gold Reserves and Economic Power Dynamics 01:31:55 Iran's Revolutionary Guard and the Future of Regime Change 01:33:26 The Role of Silver in Economic Stability 01:37:37 Investing in Precious Metals and Cryptocurrencies

Bri Teresi

31,206 次观看 • 4 个月前

Had a great talk with Anjney Midha about why he left a16z to start AMP PBC (raised $1.3B), his early bet on Anthropic, the importance of Japan in AI, his class at Stanford and a lot more. I didn't make him cry like Harry Stebbings, but I think it was a fun conversation about the future of AI Infra. Enjoy! 00:00 Introduction to AMP and AI Infrastructure 03:07 Transition from A16Z to AMP 06:01 Understanding AMP's Role in AI Compute 08:57 The Concept of a Compute Grid 11:59 The Need for Standardization in AI Infrastructure 14:59 Education and Collaboration in AI Development 17:59 Global Perspectives on AI Infrastructure 21:03 Japan's Role in AI and Robotics 23:14 Cultural Connections: Japan and Germany 25:08 The Journey to Teaching at Stanford 26:04 Security in Infrastructure: Lessons Learned 27:50 Cybersecurity and AI: A New Frontier 29:27 The Importance of Redundancy in Cybersecurity 30:39 Investing in AI: The Anthropic Experience 32:54 Wealth Creation and Public Participation 34:06 Infrastructure Bottlenecks in AI Development 36:57 Global Perspectives on Data Centers 39:11 The Need for Education on AI Benefits 42:07 Learning from China: A Systems Approach 45:47 Conclusion: Coordinating the Western Frontier

Had a great talk with Anjney Midha about why he left a16z to start AMP PBC (raised $1.3B), his early bet on Anthropic, the importance of Japan in AI, his class at Stanford and a lot more. I didn't make him cry like Harry Stebbings, but I think it was a fun conversation about the future of AI Infra. Enjoy! 00:00 Introduction to AMP and AI Infrastructure 03:07 Transition from A16Z to AMP 06:01 Understanding AMP's Role in AI Compute 08:57 The Concept of a Compute Grid 11:59 The Need for Standardization in AI Infrastructure 14:59 Education and Collaboration in AI Development 17:59 Global Perspectives on AI Infrastructure 21:03 Japan's Role in AI and Robotics 23:14 Cultural Connections: Japan and Germany 25:08 The Journey to Teaching at Stanford 26:04 Security in Infrastructure: Lessons Learned 27:50 Cybersecurity and AI: A New Frontier 29:27 The Importance of Redundancy in Cybersecurity 30:39 Investing in AI: The Anthropic Experience 32:54 Wealth Creation and Public Participation 34:06 Infrastructure Bottlenecks in AI Development 36:57 Global Perspectives on Data Centers 39:11 The Need for Education on AI Benefits 42:07 Learning from China: A Systems Approach 45:47 Conclusion: Coordinating the Western Frontier

Nathan Lands

28,827 次观看 • 3 个月前