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E56: AI Agents are Coming; China’s Internet; Google Wants to Win
Manage episode 455083697 series 3529350
This week, Erik Torenberg and Byrne Hobart discuss AI's economic implications, the rise of passive investing, gambling markets, and Warren Buffett's early investment tactics, examining how technological advancements shape economic metrics, market dynamics, and industry shifts.
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🙏 Help shape our show by taking our quick listener survey at https://bit.ly/TurpentinePulse.
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Highlights from the Episode:
- AI's economic impact may follow a J-curve pattern - initially deflationary as it reduces costs, but potentially inflationary later through increased monetization and energy consumption
- Passive investing's dominance has natural limits, as price discovery requires active trading, suggesting a possible future cyclical pattern between passive and active investing
- The gambling industry's evolution may parallel historical vice industries, potentially leading to new social norms and self-regulation before government intervention
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SPONSORS:
📑 Discover Carta, the innovative end-to-end accounting platform revolutionizing private fund management with streamlined operations and on-demand insights. Experience the new standard at https://carta.com/investors/
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LINKS:
Byrne’s writing: https://thediff.co
---
X / TWITTER:
https://twitter.com/ByrneHobart (Byrne)
https://twitter.com/TurpentineMedia (Turpentine)
83 قسمت
Manage episode 455083697 series 3529350
This week, Erik Torenberg and Byrne Hobart discuss AI's economic implications, the rise of passive investing, gambling markets, and Warren Buffett's early investment tactics, examining how technological advancements shape economic metrics, market dynamics, and industry shifts.
---
🙏 Help shape our show by taking our quick listener survey at https://bit.ly/TurpentinePulse.
---
Highlights from the Episode:
- AI's economic impact may follow a J-curve pattern - initially deflationary as it reduces costs, but potentially inflationary later through increased monetization and energy consumption
- Passive investing's dominance has natural limits, as price discovery requires active trading, suggesting a possible future cyclical pattern between passive and active investing
- The gambling industry's evolution may parallel historical vice industries, potentially leading to new social norms and self-regulation before government intervention
---
SPONSORS:
📑 Discover Carta, the innovative end-to-end accounting platform revolutionizing private fund management with streamlined operations and on-demand insights. Experience the new standard at https://carta.com/investors/
---
LINKS:
Byrne’s writing: https://thediff.co
---
X / TWITTER:
https://twitter.com/ByrneHobart (Byrne)
https://twitter.com/TurpentineMedia (Turpentine)
83 قسمت
所有剧集
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1 E71: Risk Taking, Contrarianism, and Growth [Byrne on Interintellect] 1:39:33

1 E70: OpenAI’s Open Source Strategy, Volatility & Tariffs, and Automation’s Consequences w/ Byrne Hobart 1:06:31

1 E69: Good vs Bad Bubbles, Stagnation, and Bitcoin [Byrne on Bankless] 1:45:48

1 E65: Bill Gates’s Persona, Against Copying Berkshire Hathaway, and Making the Economy More Like Chipotle 1:01:15

1 E64: US vs China’s Strategies, Uber’s Growth Model, AI Supply Chains 1:03:04

1 E62: Trump’s Tariffs, Open Source AI Models, and The Future of VR 1:09:29

1 E61: Markets React to DeepSeek, Threads vs X, and Stargate Announcement 1:06:20

1 E60: Trump Coin, US Industrial Policy, and TikTok Ban 1:04:24

1 E59: Zuck’s PR, The Loneliness Economy, and OpenAI Corporate Structure 1:02:53

1 E58: How Jensen Huang Outpaces Tech Giants w/ Tae Kim, author of THE NVIDIA WAY 1:00:24

1 E57: Pod Shops; Contrarian Vibe Checks; Scaling Laws Analysis 1:06:28

1 E56: AI Agents are Coming; China’s Internet; Google Wants to Win 1:02:17

1 E55: Futarchy, Elon, and Gut Decisions in Business 1:02:30

1 E53: Election Analysis, Heresy, and Real Estate 1:01:26

1 E52: How Tech Journalism Works w/ Patrick McKenzie 1:00:15

1 E51: Venture Scale, Y Combinator, and Financial Bubbles 1:03:55

1 E50: Freemium Apps, Restaurants, and Search with Patrick McKenzie 1:27:58

1 E49: AI Art, Young Founders, and Disrupting Higher Education 1:00:15

1 E48: Facebook vs MySpace, Why Peter Thiel is Wrong About Competition, and OpenAI Corporate Structure 57:23

1 E47: Cult Stocks, Tech Media, and Technological Revolutions 1:02:02



1 E44: Founder Mode, Uber’s Self-Driving Strategy, and Big Tech Skepticism 1:02:25

1 E43: The Silicon Valley Canon, Smart Contracts, and the Yen Carry Trade 1:03:05

1 E42: Navigating Tech Antitrust and the Future of AI 1:03:15
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