Anjney Midha's Plan to Radically Lower the Price of Compute
Anjney Midha wrote the first check to Anthropic. He teaches a viral course at Stanford on how AI works. And he was, until recently, a partner at a16z. In other words, he is AI-industry royalty. Midha'...
13 Jun 50min
How a Vibecoded Newsletter Is Making the Hay Market More Transparent
The hay market is not a transparent market: It is very fractured by types of hay, whether it is alfalfa or clover hay. There are a few opaque, illiquid markets like this — scrap metal for instance — t...
12 Jun 40min
Why Tomatoes Are the Most Expensive They've Been in Four Decades
In April, the price of tomatoes was around $2.69 per pound — the highest seen in some four decades. And tomatoes aren't the only food getting more expensive. From cauliflower to lettuce, fresh produce...
11 Jun 54min
How CoreWeave Sees the Market for Compute Right Now
When we last spoke to Brannin McBee, the co-founder and chief development officer of cloud company CoreWeave, his business was not yet public and sourcing GPUs was a key constraint on growth. But thre...
8 Jun 50min
Why Susquehanna Is Building a Prediction Markets Business
Prediction markets that enable you to bet on pretty much everything are everywhere nowadays. But there's still a big question over whether they can expand to include larger institutional investors lik...
6 Jun 31min
Inside Hudson River Trading's Blistering Token Burn
Today’s episode, which was recorded at our recent live show at New York’s City Winery, follows up on a conversation we had with Iain Dunning, head of AI at Hudson River Trading. Last year, we talked a...
5 Jun 31min
Goldman Sachs CEO David Solomon on Running a Bank in the Age of AI
There's a lot of debate about the future of AI — not just whether it will produce the returns investors are expecting, but also if AI will lead to mass worker displacement. Big banks are the perfect p...
4 Jun 1h 5min
The Hidden Plumbing of Commodity Finance
We talk about the commodity supply chain all the time. We talk about the ports and the trucks and the ships and all of that. But there's another dimension to moving commodities all around the world, w...
1 Jun 46min
