Kimi is out of GPUs, My PumpFun Thesis, and Critical Market Analysis

The AI civil war goes public: OpenAI's new strategy hire calls for regulatory FUD on Chinese open source, Sacks fires back, and Kimi raises at 1/30th of the labs it just outbenchmarked. Plus AMC printing historic earnings right after the trade got away, a $960K Jensen jacket, the case that pump is priced horrifically wrong, and Tom Brady's legacy speedrun.

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Episoder(146)

Eli Lilly Goes To War, the End of Healthmaxxing, and Social Trading

14 Aug 26min

TraderMayne - What It Was Like Trading Crypto In 2013

14 Aug 1h 19min

Crypto OGs Are Mad, Lakers Sell For $12B And What I'd Do As CEO of Nike

14 Aug 31min

Johann Kerbrat - Robinhood's Crypto Comeback, Onboarding Retail & Tokenization

14 Aug 35min

Trump's Secret Escape, Italian Cheese Financial Crisis, & The Stakes of PUMP

14 Aug 48min

Back From Vacation: The Anti Bitcoin Cycle & AI Stocks

First stream back from vacation: the trade he fumbled from the beach, Cash Cat breaking the ceiling while everyone posted the death candle, Intel asking for another $15 billion, and Strategy rapping t...

10 Aug 35min