MNX founders Stephen Grugett and Alex Masmej explain how they built a new financial exchange to trade AI valuations, compute futures, and fast-takeoff risk. They break down why OpenAI and Anthropic pull ahead in short timeline scenarios, the market mechanics behind compute commodities, and how decentralized infrastructure responds to cyber threats. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.

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Timestamps:

(00:00) Introduction

(01:10) AI Cyberattacks and Crypto Security

(06:05) Futures Exchange Versus Prediction Markets

(08:54) Trading Nascent Compute Futures

(13:04) Trades for Short AI Timelines

(15:52) Intel Drop and Semiconductor Volatility

(18:11) How to Structure P(Doom) Markets

(20:08) US Regulation and Fast Takeoff

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Note: This podcast is not investment, legal, or tax advice, and is intended for informational and entertainment purposes only. Hosts and guests may hold positions in the companies and securities discussed; do your own research before acting on anything you hear.

OpenAI and Anthropic Will Pull Away From Rivals | Stephen Grugett and Alex Masmej

MTS

OpenAI and Anthropic Will Pull Away From Rivals | Stephen Grugett and Alex Masmej