On The Brink with Castle Island

Weekly Roundup 05/22/26 (AI and power bills, SpaceX IPO, Prime Trust clawbacks, USG invests in quantum) (EP.721)

Matt and Nic are back with another week of news and deals. In this episode: Are AI datacenters better or worse for the environment than Bitcoin miners? AI is not responsible for your power bills Why AI could actually dri...

2026-05-22

Episode notes

Matt and Nic are back with another week of news and deals. In this episode:

  • Are AI datacenters better or worse for the environment than Bitcoin miners?
  • AI is not responsible for your power bills
  • Why AI could actually drive down residential power prices
  • Is AI less popular than crypto ever was?
  • The negative societal effects of tech companies staying private for longer
  • We analyze the SpaceX S1
  • OpenAI solved one of the Erdos problems
  • The US government is taking equity stakes in quantum computers
  • Jane Street is still dealing with the Terra fallout
  • Prime Trust is trying to claw back assets from Swan
  • The SEC has questions about tokenized equities

Content mentioned in this episode: