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The Rollup

Evan Van Ness: Pearl Could Be Bigger Than Bitcoin (PEARL Thesis)

AI 要約 Pearl represents a significant evolution in blockchain technology by implementing "useful proof of work" through matrix multiplication, the fundamental computation required for AI models. Unlike traditional proof of work, which consumes energy for arbitrary hashing, Pearl allows…

  • Pearl
  • Proof of Work (PoW)
  • Matrix Multiplication

00:37:50English要約 · 文字起こし

The Rollup

John D'Agostino: Tokenization Is Already Here (Coinbase Institutional)

AI 要約 Institutional adoption of blockchain technology is currently unfolding through incremental "micro-catalysts" rather than a single, massive event. The transition to 24/7 market operations serves as a primary forcing function for liquidity, rendering traditional market hours…

  • Coinbase Institutional
  • Tokenization
  • SEC (Securities and Exchange Commission)

00:15:38English要約 · 文字起こし

The AI Daily Brief: Artificial Intelligence News and Analysis

Wall Street Has No Idea What Anthropic Is Worth

AI 要約 Anthropic’s impending IPO serves as a focal point for assessing current AI market sentiment, as investors grapple with valuation uncertainty and the company’s aggressive compute commitments. While Anthropic navigates its public debut, Google has reasserted its competitive…

  • Anthropic
  • Gemini 4 Carbon
  • Formal Verification

00:24:45English要約 · 文字起こし

Global Data Pod

Global Data Pod Weekender: Woulda, shoulda, coulda

AI 要約 The Federal Reserve is pivoting toward a more hawkish policy stance, abandoning the narrative of "immaculate disinflation" in favor of aggressive measures to curb persistent inflation. This shift is driven by recent upside surprises in CPI and PPI data, coupled with a tightening…

  • CPI (Consumer Price Index)
  • PPI (Producer Price Index)
  • Fed (Federal Reserve)

38 minEnglish要約 · 文字起こし

Wealthion - Be Financially Resilient

Your Gains Are at Risk: What Albert Lu Would Hold Before the Next Drop

AI 要約 Market volatility surrounding the AI sector highlights the dangers of chasing speculative gains in a concentrated market. While AI represents a transformative long-term mega trend, current investor enthusiasm often ignores the reality of high capital expenditure and a lack of…

  • AI (Artificial Intelligence)
  • CapEx (Capital Expenditure)
  • Semiconductors

00:30:52English要約 · 文字起こし

Nomura – The Week Ahead

The Week Ahead – Our new Fed call

AI 要約 Financial markets face heightened volatility as central banks grapple with persistent inflation and shifting economic data. Nomura has adjusted its Federal Reserve forecast to include 25-basis-point rate hikes in both December and March, driven by strong October CPI prints and…

  • Fed
  • CPI
  • Basis point

24:05English要約 · 文字起こし

さらに新しいエピソード

すべて 英語 中国語
  1. The Market Cries Out for Help, Neocloud FUD, Strauss Zelnick Fires Back at Take-Two Slander

    TBPN

    要約53 min
  2. Ep 97: Jev Creator on Decision Models, Benchmark Fatigue & Why the Labs Missed It

    Unsupervised Learning with Jacob Effron

    要約01:01:04
  3. Is Your Startup Idea Too Early, Or the Wrong Thing?

    Founded & Funded

    要約19:18
  4. Which AI is the best liar?

    Dwarkesh Patel

    要約
  5. MacroVoices #557 Michael Every: The Blue Tsunami Lands on Markets... and Geopolitics

    Macro Voices

    要約55 min
  6. Global Data Pod: Inflation Monitor: Another squeeze, with broader pressures

    Global Data Pod

    要約26 min
  7. Why This Short Seller Doesn’t Want to Short the AI Bubble | Russell Clark

    Monetary Matters with Jack Farley

    要約56 min
  8. How to NOT get sick this winter - 3 foods to fight colds, beat flu season and protect your immune system

    ZOE Science & Nutrition

    要約1 h 0 min
  9. Capital is tilting East: Inside Asia’s AI gold rush

    Making Sense

    要約19 min
  10. Essentials: Cold & Heat Exposure for Metabolic Health | Dr. Susanna Søberg

    Huberman Lab

    要約39 min
  11. Growth Expectations Are Probably Too High | Andy Constan on Post-Midterms Macro View, Bond Supply Issue, and QRA (Quarterly Refunding Announcement)

    Monetary Matters with Jack Farley

    要約1 h 3 min
  12. 328. Why Trump's humiliation could make us richer

    The Rest Is Money

    要約38 min
  13. Episode 84: Blue Wave But Can It Last? With Dale Pinkert

    Maggie Lake Talking Markets

    要約00:36:29
  14. Interview. How to Continually Improve Your Investing

    The Synopsis

    要約01:08:55
  15. Episode 83: A Rebound, But For How Long? With Katie Stockton

    Maggie Lake Talking Markets

    要約00:31:57
  16. Lucky #888 — My Tour of Designing Luck in China, Japan, and Korea

    The Tim Ferriss Show

    要約00:29:55
  17. China, the US, and the Contest for the Indo-Pacific

    Hoover Institution

    要約
  18. Data Center Boom Set for Upheaval After Midterms | Bloomberg Businessweek

    Bloomberg Podcasts

    要約
  19. Iran War Expert: "The 8 Weeks After Midterms Could Be The Most Dangerous!" | Prof Robert Pape

    The Diary Of A CEO

    要約
  20. Attacks on Russian Data Centers: It's Not About Bots || Peter Zeihan

    Zeihan on Geopolitics

    要約
  21. John Waldron on GDP Growth, AI, and the M&A Outlook

    Goldman Sachs

    要約
  22. FRED Con: Opening Remarks by Federal Reserve Gov. Christopher Waller

    Federal Reserve Bank of St. Louis

    要約
  23. BofA’s Cabana Says It’s Premature to Call End to Fed’s Hiking Cycle

    Bloomberg Television

    要約
  24. Ep. 043 - The Midterms and the 2028 Datacenter Buildout (Datacenters)

    SemiAnalysis

    要約
  25. Potential impact of stocks on consumer spending, etc.

    Luke Gromen - FFTT, LLC

    要約
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