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Peterson Institute for International Economics

2026 midterm election debrief

AI 요약 The 2027 US midterm election results signal a shift in the legislative landscape, with a Democratic majority in Congress poised to challenge executive overreach while navigating persistent economic and geopolitical pressures. Macroeconomic policy faces long-term fiscal erosion,…

  • Peterson Institute for International Economics (PIIE)
  • Trumponomics
  • FOMC (Federal Open Market Committee)

English요약 · 스크립트

Geopolitical Futures

George Friedman Breaks Down America’s Midterm Fallout

AI 요약 The recent US midterm elections functioned as a geopolitical and geoeconomic referendum, primarily driven by the war in Iran and the rapid, contentious evolution of artificial intelligence. Economic fallout from the conflict, specifically rising energy costs and damaged…

  • The Storm Before the Calm
  • Artificial Intelligence (AI)
  • IRGC

English요약 · 스크립트

Zeihan on Geopolitics

The Problem with the U.S. Power Grid || Peter Zeihan

AI 요약 The United States faces a critical electricity shortfall as it attempts to re-industrialize for a post-globalized world, requiring a grid expansion of 50% to 100% to support new infrastructure and data centers. The current system is fragmented into three primary…

  • De-globalization
  • 60 Hertz (Hz)
  • Western Interconnection

English요약 · 스크립트

Macro Voices

MacroVoices #558 Mike Alkin: Uranium at a Crossroads

AI 요약 Uranium faces a persistent structural supply deficit, independent of the speculative AI and data center boom. While nuclear energy is currently misclassified by markets as an AI-related sector, the fundamental reality remains that existing reactor fleets and planned additions…

  • Uranium
  • NEI
  • Capex

English요약 · 스크립트

Zeihan on Geopolitics

Nvidia's CEO Gets Caught in the Honeypot || Peter Zeihan

AI 요약 Nvidia CEO Jensen Huang has reportedly resigned following allegations of an affair with a Chinese spy, Alice Wang, who allegedly facilitated the illegal transfer of advanced processing units to China via a Singaporean front company. This "honeypot" operation represents a shift…

  • Jensen Huang
  • Nvidia
  • Honeypot

English요약 · 스크립트

GZERO Media

The fallout from Jensen Huang’s exit from Nvidia | ask ian

AI 요약 The forced resignation of NVIDIA CEO Jensen Huang following allegations of ties to Chinese espionage marks a critical turning point for the global AI sector and US national security. Huang’s departure creates significant leadership uncertainty at a firm central to Western AI…

  • Jensen Huang
  • NVIDIA
  • Semiconductors

English요약 · 스크립트

더 많은 새 에피소드

  1. Anthropic’s Felix Rieseberg: Claude Cowork, Mythos, and the SaaS Extinction

    The MAD Podcast: How AI Gets Built — with Matt Turck

    요약00:58:00
  2. AI is Already Building AI | Google DeepMind’s Mostafa Dehghani

    The MAD Podcast: How AI Gets Built — with Matt Turck

    요약01:04:31
  3. Benedict Evans: OpenAI’s Moat Problem & the Future of Software

    The MAD Podcast: How AI Gets Built — with Matt Turck

    요약01:01:06
  4. Everything Gets Rebuilt: The New AI Agent Stack | Harrison Chase, LangChain

    The MAD Podcast: How AI Gets Built — with Matt Turck

    요약00:46:57
  5. Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”

    The MAD Podcast: How AI Gets Built — with Matt Turck

    요약01:16:44
  6. The End of GPU Scaling? Compute & The Agent Era — Tim Dettmers (Ai2) & Dan Fu (Together AI)

    The MAD Podcast: How AI Gets Built — with Matt Turck

    요약01:04:06
  7. DeepMind Gemini 3 Lead: What Comes After "Infinite Data"

    The MAD Podcast: How AI Gets Built — with Matt Turck

    요약00:54:56
  8. What’s Next for AI? OpenAI’s Łukasz Kaiser (Transformer Co-Author)

    The MAD Podcast: How AI Gets Built — with Matt Turck

    요약01:05:25
  9. Open Source AI Strikes Back — Inside Ai2’s OLMo 3 ‘Thinking"

    The MAD Podcast: How AI Gets Built — with Matt Turck

    요약01:28:10
  10. Are We Misreading the AI Exponential? Julian Schrittwieser on Move 37 & Scaling RL (Anthropic)

    The MAD Podcast: How AI Gets Built — with Matt Turck

    요약01:09:56
  11. How GPT-5 Thinks — OpenAI VP of Research Jerry Tworek

    The MAD Podcast: How AI Gets Built — with Matt Turck

    요약01:16:04
  12. Sonnet 4.5 & the AI Plateau Myth — Sholto Douglas (Anthropic)

    The MAD Podcast: How AI Gets Built — with Matt Turck

    요약01:10:03
  13. How to Build a Beloved AI Product - Granola CEO Chris Pedregal

    The MAD Podcast: How AI Gets Built — with Matt Turck

    요약01:08:28
  14. Anthropic's Surprise Hit: How Claude Code Became an AI Coding Powerhouse

    The MAD Podcast: How AI Gets Built — with Matt Turck

    요약01:00:16
  15. The Rise of Agentic Commerce — Emily Glassberg Sands (Stripe)

    The MAD Podcast: How AI Gets Built — with Matt Turck

    요약01:15:14
  16. Guillermo Rauch: Why Software Development Will Never Be the Same

    The MAD Podcast: How AI Gets Built — with Matt Turck

    요약01:45:40
  17. Snowflake CEO on Winning the AI Arms Race

    The MAD Podcast: How AI Gets Built — with Matt Turck

    요약01:23:41
  18. Glean’s Breakthrough: CEO Arvind Jain on Scaling AI Agents & Search

    The MAD Podcast: How AI Gets Built — with Matt Turck

    요약00:52:11
  19. 요약23 min
  20. Valley of the shadow of debt: bond-market jitters

    Economist Podcasts

    요약21:39
  21. 요약00:52:52
  22. 요약01:12:51
  23. 요약37 min
  24. 요약32 min
  25. 요약23 min
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