Topics & People

A market theory suggesting that Scott Bessent, as a key economic advisor in the Trump administration, would intervene to prevent a significant market downturn, similar to the concept of a 'Fed put'.

A publicly traded cloud content management and file sharing service for businesses.

The President of Russia, widely suspected by the hosts to have orchestrated the assassination of Yevgeny Prigozhin.

A key area of AI research focused on developing models that can perform complex reasoning tasks, which Sam Altman believes is a crucial missing piece for many advanced applications.

The rapid growth and speculative investment surrounding breakthrough technologies like AI and GLP-1s.

False positive results generated by AI models, a significant challenge for enterprise defense mechanisms.

A phase in the Gartner Hype Cycle where interest in a new technology wanes following a period of inflated expectations. The podcast suggests AI is currently in this phase.

The concept that AI software will expand its Total Addressable Market (TAM) by performing tasks currently done by human labor, rather than just augmenting it.

A startup in private beta that is gaining attention for its development of AI agents, considered a potential 'ChatGPT moment' for agentic technology.

Autonomous AI systems that can perform complex, multi-step tasks across various applications. They represent a new, potentially dominant layer in the software stack that could capture value from traditional SaaS products.

A major technology company developing its own proprietary silicon and AI capabilities.

Traditional journalism outlets that Cohen claims possess a strong bias against GameStop.