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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. #393「トークン資本」と「学習ループ」を自社で持て

    テックなラジオ

    Summary00:04:57
  2. #392「転職しない方が合理的な時代」の到来か

    テックなラジオ

    Summary00:06:18
  3. #391 AIバブルというかメモリバブル？

    テックなラジオ

    Summary00:08:00
  4. #390 SpaceXがついに上場！初値は？

    テックなラジオ

    Summary00:05:49
  5. #389「Code with Claude」に参加した感想

    テックなラジオ

    Summary00:06:35
  6. #388 "Code with Claude in Tokyo"に行ってきます

    テックなラジオ

    Summary00:05:58
  7. #383 最近よく聞くキオクシアってなんの会社？

    テックなラジオ

    Summary00:06:42
  8. #380 NVIDIAが「AIパソコン」市場に参入

    テックなラジオ

    Summary00:04:38
  9. #379 メルカリCTOがCHROになった件

    テックなラジオ

    Summary00:05:25
  10. #378 AI各社の性能比較と最近の雑感

    テックなラジオ

    Summary00:04:01
  11. #374「休日に家でラジオ」がエモい

    テックなラジオ

    Summary00:05:20
  12. #371 NVIDIA最新決算の所感

    テックなラジオ

    Summary00:06:01
  13. #361 イーロン・マスクによる「Cursor」買収権獲得

    テックなラジオ

    Summary00:09:21
  14. #359 内視鏡検査で取ったポリープの生検結果

    テックなラジオ

    Summary00:05:36
  15. #357 AI需要は爆発的に増加している

    テックなラジオ

    Summary00:07:37
  16. #356 6月下旬のSpaceX上場に向けて

    テックなラジオ

    Summary00:04:33
  17. #349 アプリのホーム画面はどうあるべきか？

    テックなラジオ

    Summary00:09:08
  18. #346「五年後の世界」に備える人たち

    テックなラジオ

    Summary00:04:51
  19. #345 日本の戸籍制度の情報設計の凄さ

    テックなラジオ

    Summary00:04:11
  20. #344 正義と倫理が揺らぐ「九条の大罪」

    テックなラジオ

    Summary00:05:45
  21. #339 セブンがたこ焼き始めるらしい

    テックなラジオ

    Summary00:04:33
  22. #338 こういう時は何もしない方が良い

    テックなラジオ

    Summary00:03:59
  23. #336 AIにおけるAppleのポジションを取るのは？

    テックなラジオ

    Summary00:07:56
  24. #334 テック業界で残る4つの職種

    テックなラジオ

    Summary00:07:55
  25. #327 Anthropicが人的ミスで企業秘密漏洩

    テックなラジオ

    Summary00:03:27
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