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Peterson Institute for International Economics

2026 midterm election debrief

AI 摘要 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)

English摘要 · 转录

Geopolitical Futures

George Friedman Breaks Down America’s Midterm Fallout

AI 摘要 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

English摘要 · 转录

Zeihan on Geopolitics

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

AI 摘要 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

English摘要 · 转录

Macro Voices

MacroVoices #558 Mike Alkin: Uranium at a Crossroads

AI 摘要 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

English摘要 · 转录

Zeihan on Geopolitics

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

AI 摘要 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

English摘要 · 转录

GZERO Media

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

AI 摘要 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

English摘要 · 转录

更多新节目

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  1. Shopify’s AI Phase Transition: 2026 Usage Explosion, Unlimited Opus-4.6 Token Budget, Tangle, Tangent, SimGym — with Mikhail Parakhin, Shopify CTO

    Latent Space: The AI Engineer Podcast

    摘要1 h 12 min
  2. The Autonomous Drone Tech Stack & Economics of Drones — Yaroslav Azhnyuk, The Fourth Law & Guest Host Noah Smith, Noahpinion

    Latent Space: The AI Engineer Podcast

    摘要1 h 59 min
  3. 🔬Doing Vibe Physics — Alex Lupsasca, OpenAI

    Latent Space: The AI Engineer Podcast

    摘要1 h 32 min
  4. Railway: The Agent-Native Cloud — Jake Cooper

    Latent Space: The AI Engineer Podcast

    摘要1 h 29 min
  5. Why Read with the Tarot de Marseille

    The Art of Divination with Z. Mann Zilla

    摘要29 min
  6. Why Video Agent models are next — Ethan He, xAI Grok Imagine

    Latent Space: The AI Engineer Podcast

    摘要1 h 43 min
  7. Giving Agents Computers — Ivan Burazin, Daytona

    Latent Space: The AI Engineer Podcast

    摘要1 h 10 min
  8. The Age of Async Agents — Cognition's Walden Yan & OpenInspect's Cole Murray

    Latent Space: The AI Engineer Podcast

    摘要1 h 8 min
  9. 🔬ESM: The Bitter Lesson is Coming for Proteins - Alex Rives, BioHub

    Latent Space: The AI Engineer Podcast

    摘要1 h 10 min
  10. GitHub's plan for Agents — Kyle Daigle, GitHub

    Latent Space: The AI Engineer Podcast

    摘要1 h 23 min
  11. Reality: The Final Eval — Lukas Petersson and Axel Backlund of Andon Labs

    Latent Space: The AI Engineer Podcast

    摘要1 h 16 min
  12. 🔬 The Self-Driving Lab — Joseph Krause, Radical AI

    Latent Space: The AI Engineer Podcast

    摘要1 h 17 min
  13. The Professor of Outputmaxxing — Anjney Midha, AMP

    Latent Space: The AI Engineer Podcast

    摘要59 min
  14. Red-Teaming after Mythos — Zico Kolter & Matt Fredrikson, Gray Swan

    Latent Space: The AI Engineer Podcast

    摘要1 h 6 min
  15. 🔬 The Coolest Diffusion Research Isn't in LLMs — Evan Feinberg & Sergey Edunov, Genesis Molecular AI

    Latent Space: The AI Engineer Podcast

    摘要1 h 49 min
  16. Why the Frontier Ecosystem must be Open — Matei Zaharia and Reynold Xin, Databricks

    Latent Space: The AI Engineer Podcast

    摘要1 h 9 min
  17. AI Round-up: Karpathy Reactions, OpenAI’s Dealmaking, & Bubble Reality Check

    Unsupervised Learning: With Jacob Effron

    摘要1 h 17 min
  18. 🔬 The Lab of the Future Should Feel Like a Data Center — Andy Beam & Rafa Gómez-Bombarelli, Lila Sciences

    Latent Space: The AI Engineer Podcast

    摘要1 h 41 min
  19. 🔬Causal Models Need Causal Data - Xaira’s X-Cell model for Drug Discovery (Bo Wang & Ci Chu, Chief Discovery Officer & Chief AI Scientist)

    Latent Space: The AI Engineer Podcast

    摘要1 h 30 min
  20. China Expert: AI Race, Key Policy Decisions & Unpacking Geopolitical Chip Tension

    Unsupervised Learning: With Jacob Effron

    摘要1 h 10 min
  21. 🔬The BioAI Phase Shift - Matthew McPartlon & Neil Patil, Chai Discovery

    Latent Space: The AI Engineer Podcast

    摘要1 h 35 min
  22. Codex from 0 to 10M Users: Building ChatGPT Work — Akshay Nathan, OpenAI

    Latent Space: The AI Engineer Podcast

    摘要1 h 9 min
  23. Jev: System One models for Prod, not God — with Diogo Almeida, CEO, TypeSafe AI

    Latent Space: The AI Engineer Podcast

    摘要2 h 21 min
  24. Simulation: the new Scaling Law — Joon Sung Park, Simile AI

    Latent Space: The AI Engineer Podcast

    摘要1 h 10 min
  25. 🔬“We have foundation models for language, not for physics” — Anima Anandkumar, Bren Professor of Computing

    Latent Space: The AI Engineer Podcast

    摘要1 h 24 min
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