Episode Mentions
The Spillover · Jul 28, 2026
Jordan Schneider Thinks the Real AI Race Is About Compute, Not Models
“Hedge fund where Jordan Schneider worked before transitioning to China-focused AI research and podcasting”
AI Safety Regulation and GovernanceUS-China AI Competition and RivalryCompute Access and Chip Export Controls
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Breaking Points with Krystal and Saagar · Jun 8, 2026
6/8/26: Chips Stocks Hammered, Trump Floats Gov Stake In AI Companies
“Ray Dalio's firm warned of market precarity; noted AI concentration and bubble dynamics”
AI Valuation Bubble RiskGovernment Equity Stakes in Private CompaniesInterest Rate Impact on Tech Profitability
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Coin Stories with Natalie Brunell · Apr 28, 2026
Luana Lopes Lara: Youngest Self-Made Woman Billionaire on Kalshi, Bitcoin & Beating the Feds
“Referenced as example of siloed research-to-execution workflow that Kalshi aimed to disintermediate”
Prediction Markets RegulationCFTC Approval ProcessElection Market Litigation
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