Podcast : Odd Lots (LS 64 · TOP 0.05% what is this? ) Episode : Hollywood Was Cooked Before AI, and Now It's Only Getting Worse Pub date : 2026-09-25 Get Podcast Transcript → powered by Listen411 -…
Podcast : Odd Lots (LS 64 · TOP 0.05% what is this? ) Episode : AI Is Upending the Lives of People Who Do Social Media Professionally Pub date : 2026-09-24 Get Podcast Transcript → powered by…
We're in an era of megadeals, with Goldman Sachs reporting a record year for big deal volumes as companies scramble to compete with AI. Gene Sykes has seen multiple deal cycles come and go over his…
The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACFThe Federal Reserve raised interest rates by a quarter percentage…
Yield curve control has gone mainstream (seriously, just ask the Asheville Beatnik with a message for Scott Bessent), so Tracy Alloway is here to explain the latest economic turmoil to Tim. Bessent’s…
Earlier in August, it was reported that Nigeria's Dangote Refinery secured a $1 billion underwriting for its upcoming stock market listing, which is set to become Africa's largest IPO. Indeed, the…
Within the AI industry, even the builders of it have been very anxious about the technology. They've talked for years about its potential to create destabilizing job losses. They even spend a lot of…
The philosopher Nick Bostrom was one of the first thinkers who mapped out the existential risk of AI. In his 2014 book, Superintelligence: Paths, Dangers, Strategies, he delved into various scenarios…
Scenarios that used to be the domain of sci-fi writers are coming true. We have machines that can talk. We have machines that are capable of ignoring the intent of their creators. And we have…
Every few years, weather nerds and agriculture analysts will talk about an upcoming El Niño, and then they mostly pass by with relatively few headlines. But sometimes El Niños end up being massively…
In the last year, freight companies have seen a significant upturn in the business. Volumes are up. Billing is up. And in addition to growing demand, we've also seen new constraints on the supply…
In the last decade, the New York Times has remade itself many times over. It has done that through acquisitions (The Athletic, Wirecutter, and the ever-popular Wordle) and by navigating all the…
Just a decade ago, tinned fish was hardly a premium product. Most Americans likely associated cans of tuna with thrift. But that has changed a lot in recent years. The category took off during Covid…
Last week, the US joined forces with Japan to try to stop the yen’s slide. It’s the first time the two sides have intervened in the Japanese currency in 15 years, and in many ways it was an…
Bloomberg Opinion columnist David Fickling tells us you can think of tungsten mining as “a century old prediction market for war.” As he writes in a recent piece, tungsten is “a super-element that…
Insurers have quietly become a major driver of the private credit boom, with numerous private equity shops striking deals with insurance companies or buying them outright. But the entanglement with…
After the Iranian Revolution of 1979, the country's new leaders — religious and political — promised to redistribute the country's wealth and made moves to make Iran independent from western…
There’s a lot to unpack with AI right now — everything from its potential impacts on the labor market and society to more extreme questions about existential risk. Anthropic, which builds frontier…
Jeremy Grantham, co-founder and long-term strategist of GMO, has a long history of calling bubbles. As he recounts in his new memoir, The Making of a Permabear: The Perils of Long-Term Investing in a…
An interim deal to reopen the Strait of Hormuz offers relief, but Asia’s economic woes are far from over. Beyond the chokepoint, the conflict has forced long-lasting shifts in Asia’s food and energy…
When we spoke to DRW's Don Wilson last year, he talked about building out a GPU market that might be bigger than oil. Now, a year later, he is working with Carmen Li to do just that. Li is the CEO of…
Anjney Midha wrote the first check to Anthropic. He teaches a viral course at Stanford on how AI works. And he was, until recently, a partner at a16z. In other words, he is AI-industry royalty.…
In April, the price of tomatoes was around $2.69 per pound — the highest seen in some four decades. And tomatoes aren't the only food getting more expensive. From cauliflower to lettuce, fresh…
When we last spoke to Brannin McBee, the co-founder and chief development officer of cloud company CoreWeave, his business was not yet public and sourcing GPUs was a key constraint on growth. But…
Prediction markets that enable you to bet on pretty much everything are everywhere nowadays. But there's still a big question over whether they can expand to include larger institutional investors…
Today’s episode, which was recorded at our recent live show at New York’s City Winery, follows up on a conversation we had with Iain Dunning, head of AI at Hudson River Trading. Last year, we talked…
There's a lot of debate about the future of AI — not just whether it will produce the returns investors are expecting, but also if AI will lead to mass worker displacement. Big banks are the perfect…
We talk about the commodity supply chain all the time. We talk about the ports and the trucks and the ships and all of that. But there's another dimension to moving commodities all around the world,…
We love talking about money. And of course, we love talking about the dollar, in all its varieties — from bank deposits to eurodollars to stablecoins. But what fundamentally is a dollar and who…
The internet is made for shopping. For years, the main inputs for e-commerce transactions involved targeted ads, algorithmic recommendations, SEO, and lots of mindless scrolling. But agentic commerce…
Bloomberg's Odd Lots hosts Joe Weisenthal and Tracy Alloway speak with David George, general partner at a16z and head of the firm's growth fund, about why $5 trillion in tech market cap now sits in…
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