AI Rollup: AI Robots and The $10T Arms Race

We examine the proposed Clarity Act and its impact on stablecoin yields and crypto finance. Ryan and David discuss geopolitical tensions in Iran and their effects on global markets. Highlights include Tom Lee's ETH staking venture, the NYSE's stock tokenization, and emerging quan ...  Show more

MIT economist Christian Catalini joins Ryan and David to unpack his new paper, "Some Simple Economics of AGI," which argues that the scarce resource in the AI economy is no longer intelligence but verification: the human capacity to check, judge, and certify that AI output is cor ...  Show more

Our 126th episode with a summary and discussion of last week's big AI news!

NOTE: sorry about the poor audio quality :( will be better next week!

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Google’s AI comeback is turning into something bigger. Today’s AI Daily Brief covers whether Google has taken the lead in the AI race, with multimodal breakthroughs, Gemini’s surge, and a huge antitrust win around Chrome. We also dig into Anthropic’s $13B raise at a stunning $183 ...  Show more

Wall Street just delivered one of the strongest signals yet that the AI boom is real and accelerating. Oracle revealed a record-breaking $300B cloud deal with OpenAI, sending its stock soaring and reshaping the narrative around AI infrastructure. In today’s episode, we break down ...  Show more

Today’s AI Daily Brief asks when artificial intelligence will begin making real scientific discoveries. We look at Periodic Labs, which just raised more than $300 million to build AI scientists and autonomous labs for physics and chemistry, and Thinking Machines, which is creatin ...  Show more