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About this episode
Trump tells the AI labs to quit "pacing the frontier" and go full speed ahead against China, while Bitcoin claws back above its 50 week moving average despite a mountain of bearish headlines.
In this episode:
- Why the sudden AI "slowdown" panic looks like a coordinated op
- Trump's blunt response to Sam Altman, Elon Musk, and the frontier labs
- What Latham & Watkins ditching OpenAI and Anthropic signals for enterprise
- The energy proxy war with China driving diesel to record highs
- The Fed hikes rates again as the ten year flirts with 5%
- Why Bitcoin ripping above its 50 week moving average matters
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TIMESTAMPS:
00:00:00 - Bitcoin nearing a green year for 2026
00:01:31 - Sam Altman, Elon Musk, and Anthropic call for an AI pause
00:06:56 - OpenAI's secondary market sale signals trouble
00:07:17 - Latham & Watkins drops OpenAI and Anthropic over IP fears
00:09:55 - Anthropic's automated bio lab raises Skynet questions
00:12:05 - Trump tells the labs to stop being scared nerds
00:16:29 - Strait of Hormuz oil flows and the US-China proxy war
00:19:36 - Diesel prices hit all-time highs
00:22:10 - Atlanta Fed's 5.1% Q3 GDP estimate
00:22:53 - Kevin Warsh's Fed hikes rates again
00:25:20 - Ten year yield flirts with 5%
00:29:08 - Lindsey Graham's Russia sanctions bill
00:29:52 - The US-Denmark-Greenland security deal
00:31:49 - China's rare earth stranglehold on samarium
00:33:24 - The Clarity Act fails in the Senate
00:33:54 - The ARMOR bill clears a House committee
00:35:30 - Bitcoin breaks above its 50 week moving average
00:36:49 - Sam Lyman on crypto regulation's momentum
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