E58: November's CPI, preparing for a downturn...

(0:00) Intro: Humanoids, Robots, & AI+ (0:57) ANYbotics' Dr. Péter Fankhauser: Why ANYbotics Bet the Company on Four-Legged Robot Dogs, Not Humanoids (13:18) Dr. Péter Fankhauser: China's Armed Robot Dogs Are "Stupid and Risky" — Inside the Terminator Debate (15:01) NEO's Bernt B ...  Show more

(0:00) Bestie intros! (0:18) The fight to save open source AI: Kimi K3 panic, Anthropic/OpenAI regulatory capture (27:38) Anthropic/OpenAI historic growth rates, China's long game (48:29) Anthropic's $1.5B piracy settlement and the great IP theft hypocrisy (1:07:12) Google and Te ...  Show more

The CPI print just came out, and prices are hot. This week's roundup explores the implications of high inflation, what it means for company earnings and what to expect next.Has the Fed lost control? Is this the fault of current or prior regimes? Where are rates headed? Is QE comi ...  Show more

* Government data says inflation worse than the 80s; real data says inflation already worse than the 70s. * Hypocritical Republicans criticize Biden for the same policies they pushed for under Trump. * Jerome Powell claims economy is great, but it needs the same amount of stimulu ...  Show more

Today we talk market volatility and inflation, the struggling dollar store industry, and a new AI initial public offering. Also, Asit and Matt have thoughts on some recent earnings reports, writer Ben Wallace joins us to talk about the history and future of Bitcoin, and, as alwa ...  Show more

Another promising read on inflation this morning: Sara Eisen and Carl Quintanilla kicked off the hour discussing where things stand when it comes to prices, tariffs, and the broader market rally before diving into the tech trade with Melius’s Ben Reitzes – who argues Nvidia co ...