Topics & People

A federal agency that Trump plans to largely eliminate, sending funding and control back to the states to save money and improve educational outcomes.

The CEO of Intercontinental Exchange (ICE), who explained the investment in Polymarket by stating that 'everything is becoming a market'.

The founder of the prediction market platform Polymarket.

The parent company of the New York Stock Exchange, which made a major $2 billion investment in the prediction market platform Polymarket.

The global trend of countries seeking alternatives to the US Dollar for international trade and reserves.

The significant rise in the price of gold, which surpassed $4,000 for the first time, outpacing other major assets like Bitcoin and stock indices.

A controversial financial practice where a company invests in its customers to create revenue for itself. The podcast debates whether large AI deals constitute this, but generally concludes they have economic substance.

A major manufacturer of High-Bandwidth Memory (HBM), identified as a key player in the AI hardware supply chain with whom OpenAI is making direct deals.

Memory chip manufacturer heavily invested in by Brad Gerstner.

The massive power requirements of AI computing driving policy debates.

A massive, multi-year deal worth up to $60 billion for OpenAI to purchase next-generation GPUs from AMD, including warrants for OpenAI to acquire a stake in AMD.

A major political theme concerning the enforcement of laws and reduction of crime, central to the discussion about deploying the National Guard in US cities.