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Engineering with Rosie

Will AI Data Centres Break the Grid?

AI summary AI-driven data centers present both a significant threat and a transformative opportunity for the global electricity grid. While rapid growth in computing demand risks overwhelming local infrastructure, the actual number of operational projects will likely be far lower than…

  • Gigawatt (GW)
  • IEA (International Energy Agency)
  • ERCOT (Electric Reliability Council of Texas)

EnglishSummary · Transcript

42 Macro

When and How Should Investors Buy the Dip?

AI summary The current market environment is defined by a cascading sequence of degrossing as buy-side participants aggressively liquidate positions to correct factor exposure errors. This behavioral panic, driven by the desire to protect year-to-date returns, is amplifying fundamental…

  • Degrossing
  • FOMO (Fear of Missing Out)
  • KISS

EnglishSummary · Transcript

Simplify Asset Management

Rates on the Run | Ep. 31 - November 2026

AI summary The October CPI report revealed hotter-than-expected inflation, with headline and core figures rising 0.4% and 0.3% respectively, marking three consecutive months of firm core data. This persistent inflation puts significant pressure on the Federal Reserve to implement a rate…

  • CPI (Consumer Price Index)
  • Federal Reserve (The Fed)
  • Dual Mandate

EnglishSummary · Transcript

Wealthion

Steve Hanke Warns: A Financial Crisis Could Send Stocks Down 40%

AI summary The massive, unprecedented investment in artificial intelligence—currently exceeding 5% of GDP—signals a significant malinvestment bubble that threatens broader market stability. If this bubble bursts, AI stocks could plummet by 70%, potentially triggering a 40% decline in…

  • Making Money Work
  • AI (Artificial Intelligence)
  • Austrian Economics

EnglishSummary · Transcript

AI Explained

Fable 5.2: The Self-Improvement Loop Keeps Loopin’ … (plus Gemini Carbon)

AI summary The rapid evolution of frontier AI models, exemplified by the recent releases of Fable 5.2 and Gemini 4 Carbon, demonstrates that the pace of technological advancement is accelerating rather than plateauing. Performance on benchmarks like the Remote Labor Index has doubled every…

  • Fable 5.2
  • System Card
  • Remote Labor Index

EnglishSummary · Transcript

UnHerd

The crash Europe wanted isn't coming - Yanis Varoufakis & Wolfgang Munchau | The Econoclasts

AI summary AI represents a fundamental shift in the global economy, threatening to dismantle traditional capitalism in favor of "techno-feudalism," where value is extracted through rent-seeking rather than commodity production. While software-based AI services dominate current discourse,…

  • Techno-fidelism
  • Assetocracy
  • Gilt market

EnglishSummary · Transcript

More new episodes

All English Chinese
  1. 426: AgentSync: From $5K Customer to SaaS Unicorn in 3 Years - with Jenn Knight

    The SaaS Podcast: How B2B SaaS & AI Founders Get Customers

    Summary55 min
  2. 425: Sapia.ai: Rescuing & Rebuilding an Enterprise SaaS - with Barb Hyman

    The SaaS Podcast: How B2B SaaS & AI Founders Get Customers

    Summary51 min
  3. 424: Vista Social: Building a Million-Dollar SaaS in a Crowded Market - with Vitaly Veksler

    The SaaS Podcast: How B2B SaaS & AI Founders Get Customers

    Summary1 h 0 min
  4. 423: Jobs-to-be-Done: Customer Interviews That Drive Growth - with Bob Moesta

    The SaaS Podcast: How B2B SaaS & AI Founders Get Customers

    Summary56 min
  5. 422: Oyster: From Wizard of Oz MVP to 8-Figure Global HR SaaS - with Tony Jamous

    The SaaS Podcast: How B2B SaaS & AI Founders Get Customers

    Summary49 min
  6. 421: Missive: How a Tiny Team Built a $6M SaaS Without VC Funding - with Philippe Lehoux

    The SaaS Podcast: How B2B SaaS & AI Founders Get Customers

    Summary53 min
  7. 420: Goldcast: From Failed Cold Emails to Scaling Beyond $10M ARR - with Palash Soni

    The SaaS Podcast: How B2B SaaS & AI Founders Get Customers

    Summary59 min
  8. 419: Dux-Soup: From Side Project to Bootstrapped 7-Figure SaaS - with Will van der Sanden

    The SaaS Podcast: How B2B SaaS & AI Founders Get Customers

    Summary57 min
  9. 418: Anaconda: From Bootstrapped Startup to 40M Users - with Peter Wang

    The SaaS Podcast: How B2B SaaS & AI Founders Get Customers

    Summary1 h 0 min
  10. 417: CV Partner: From Developer to $5.5M ARR Saas CEO - with Erling Linde

    The SaaS Podcast: How B2B SaaS & AI Founders Get Customers

    Summary55 min
  11. 416: Flodesk: Bootstrapping a $27M ARR Email Marketing SaaS - with Martha Bitar

    The SaaS Podcast: How B2B SaaS & AI Founders Get Customers

    Summary1 h 3 min
  12. 415: Customer.io: 18 Months to $10K MRR, 10 Years to $70M ARR - with Colin Nederkoorn

    The SaaS Podcast: How B2B SaaS & AI Founders Get Customers

    Summary54 min
  13. 414: PushPress: From CrossFit Passion to 8-Figure SaaS - with Dan Uyemura

    The SaaS Podcast: How B2B SaaS & AI Founders Get Customers

    Summary45 min
  14. 413: ClickFunnels: Bootstrapping a SaaS to $140M ARR with Webinars - with Todd Dickerson

    The SaaS Podcast: How B2B SaaS & AI Founders Get Customers

    Summary1 h 6 min
  15. 412: Tilled: How Firing Customers Helped Build a 7-Figure SaaS - with Caleb Avery

    The SaaS Podcast: How B2B SaaS & AI Founders Get Customers

    Summary52 min
  16. 411: Lessons on Bootstrapping Three SaaS Startups to $1M+ ARR - with Adam Robinson

    The SaaS Podcast: How B2B SaaS & AI Founders Get Customers

    Summary1 h 1 min
  17. 410: 7 Key User Flows to Unlock Your SaaS Growth - with Peter Loving

    The SaaS Podcast: How B2B SaaS & AI Founders Get Customers

    Summary1 h 13 min
  18. 409: Movo: Lessons from Growing a SaaS in Tough Industries - with Jason Radisson

    The SaaS Podcast: How B2B SaaS & AI Founders Get Customers

    Summary1 h 5 min
  19. 408: AMP: Speed and Customer Focus in Building an 8-Figure SaaS - with Patrick Barnes

    The SaaS Podcast: How B2B SaaS & AI Founders Get Customers

    Summary1 h 1 min
  20. 407: PSPDFKit: Bootstrapping a SaaS: $20K to $1M ARR in 8 Months - with Jonathan Rhyne

    The SaaS Podcast: How B2B SaaS & AI Founders Get Customers

    Summary1 h 10 min
  21. 406: Vacation Tracker: 60 Waitlist Signups to $2M Bootstrapped SaaS - with Lav Crnobrnja

    The SaaS Podcast: How B2B SaaS & AI Founders Get Customers

    Summary1 h 8 min
  22. 405: lempire: From $1K Launch to $26M ARR Profitable SaaS - with Guillaume Moubeche

    The SaaS Podcast: How B2B SaaS & AI Founders Get Customers

    Summary1 h 7 min
  23. 404: Perseverance in SaaS: Navigating Pivots, Exits, and New Ventures - with Jake Stein

    The SaaS Podcast: How B2B SaaS & AI Founders Get Customers

    Summary1 h 7 min
  24. 403: OnTheClock: Bootstrapping a $5M+ SaaS Without Talking to Customers - with Dean Matthews

    The SaaS Podcast: How B2B SaaS & AI Founders Get Customers

    Summary55 min
  25. 402: Prismatic: Unlocking PMF Through a Clear Value Proposition - with Michael Zuercher

    The SaaS Podcast: How B2B SaaS & AI Founders Get Customers

    Summary52 min
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