Economics
The Wrong Bubble: Josh Brown on Why AI's Real Risk Is Earnings, Not Prices
Josh Brown tells Prof G Markets that if AI is a bubble, it's the most pathetic he's seen: prices already bake in doubt. Why he says the risk is in earnings, why some losses aren't losses, and the bear case he does take seriously, checked.
Rigged, or Just Tilted? Texas Senate Candidate James Talarico's Economic Case, Checked
Texas Senate candidate James Talarico tells Steven Bartlett the economy is rigged by crony capitalism. His story, his fixes, Bartlett's pushback, and which of his numbers hold up. We take no position in the race.
Real Records, Contested Reading: A Former CIA Analyst's Case That the West Provoked Russia
Retired CIA analyst Ray McGovern argues that broken promises, ignored warnings and rejected diplomacy explain Russia's war better than ambition. His case, attributed to him, with the documents checked and the counter-readings laid out.
Not Running Out, Running Late: Why Time, Not Copper, Limits AI Abundance
Copper has averaged about 38 years of reserves from 1960 on. Grand Angle argues the real shortage for AI is time, not matter. We check the copper, yttrium and turbine numbers, and the Simon-Ehrlich bet.
This Is the Worst AI Yet: Ethan Mollick's Four Rules for Working With AI, and the Study Behind Them
Ethan Mollick's four rules for working with AI, the jagged frontier study he co-wrote, and why a tool that is usually right can make you stop checking.
The Seed Investor Who Won't Fight the Giants: David Tisch on Why Small Has to Be a Choice
BoxGroup's David Tisch says seed funds shouldn't fight the giant firms head-on, that 90% win-rate claims are "total BS" and that low ownership is an emotional worry, not a business one. Here is his case, with what we checked and his conflicts.
Anthropic's Numbers Are Real. So Is the Bill: All-In on Who Pays for the AI Build-Out
Anthropic's S-1 shows $16.3 billion of first-half revenue and a mostly non-cash loss, while Google lost $500 billion in a day over AI costs. The All-In hosts argue over who pays for the build-out. We check the numbers and the hosts' ties.
The Biggest Crypto Robbery, Explained Like You're Five: What Happened at Binance
What if a robber made a big shop's machine hand out everyone's coins? Andrei Jikh explains the record Binance theft, and we explain it so a five-year-old can follow: what's known, what's still a guess, and how to keep your coins safe.
Nice Players Finish First: Veritasium on Game Theory, the Prisoner's Dilemma and Why Tit for Tat Won
You think winning means beating the other player. Veritasium shows why a strategy that never wins a single game won Axelrod's Prisoner's Dilemma tournaments: be nice, hit back, forgive, be clear.
The Case Too Small to Take: Why No Lawyer Wants Your Small Claim, and How AI Could Change That
Plaintiff lawyers turn away cases worth under about $5,000 in fees. Eve's Jay Madheswaran says AI can do that labour, so firms take far more clients. a16z is an Eve investor; we check the claims.
Borrowed Resilience: Mohamed El-Erian on the Iran War, $116 Oil and Why a Second Shock Could Cost More
Mohamed El-Erian says the world survived the first Iran-war oil shock on borrowed resilience. Those buffers are spent, and a second disruption could mean $150 oil while borrowing costs are high. We check his numbers.
Power Without a Vote: How Robert Moses Ran New York Unelected, and How LBJ Built the Senate's Top Job
Robert Moses ran New York for 30 years without an election, by drafting the laws, locking powers into bonds and making himself too useful to fire. Dwarkesh Patel sets that beside LBJ. We check the figures.