Episode notes
Trump tells the AI labs to quit "pacing the frontier" and go full speed ahead against China, while Bitcoin claws back above its 50 week moving average despite a mountain of bearish headlines.
In this episode:
- Why the sudden AI "slowdown" panic looks like a coordinated op
- Trump's blunt response to Sam Altman, Elon Musk, and the frontier labs
- What Latham & Watkins ditching OpenAI and Anthropic signals for enterprise
- The energy proxy war with China driving diesel to record highs
- The Fed hikes rates again as the ten year flirts with 5%
- Why Bitcoin ripping above its 50 week moving average matters
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TIMESTAMPS:
00:00:00 - Bitcoin nearing a green year for 2026
00:01:31 - Sam Altman, Elon Musk, and Anthropic call for an AI pause
00:06:56 - OpenAI's secondary market sale signals trouble
00:07:17 - Latham & Watkins drops OpenAI and Anthropic over IP fears
00:09:55 - Anthropic's automated bio lab raises Skynet questions
00:12:05 - Trump tells the labs to stop being scared nerds
00:16:29 - Strait of Hormuz oil flows and the US-China proxy war
00:19:36 - Diesel prices hit all-time highs
00:22:10 - Atlanta Fed's 5.1% Q3 GDP estimate
00:22:53 - Kevin Warsh's Fed hikes rates again
00:25:20 - Ten year yield flirts with 5%
00:29:08 - Lindsey Graham's Russia sanctions bill
00:29:52 - The US-Denmark-Greenland security deal
00:31:49 - China's rare earth stranglehold on samarium
00:33:24 - The Clarity Act fails in the Senate
00:33:54 - The ARMOR bill clears a House committee
00:35:30 - Bitcoin breaks above its 50 week moving average
00:36:49 - Sam Lyman on crypto regulation's momentum
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