The Iran War’s Lasting Scars Across Asia
An interim deal to reopen the Strait of Hormuz offers relief, but Asia’s economic woes are far from over. Beyond the chokepoint, the conflict has forced long-lasting shifts in Asia’s food and energy f...
16 Jun 20min
Carmen Li's Plan to Build a Futures Market for Compute
When we spoke to DRW's Don Wilson last year, he talked about building out a GPU market that might be bigger than oil. Now, a year later, he is working with Carmen Li to do just that. Li is the CEO of ...
15 Jun 32min
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
