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One of the World's Largest Hedge Funds on Its 86x Growth in Token Spending
We've gone through a number of a technological revolutions in investing, whether it was the dawn of the high frequency trading era or the introduction of robotraders. When it comes to AI, the big question that remains in the investment cont
These Are the Sharps Actually Making Money on Prediction Markets
Here's a couple things about prediction markets. A lot of it is pure gambling and speculation, much of it on things with very little economic relevance. Another fact is that in all likelihood, if you yourself started trading right now, you'
How a Major Grocery Store Chain Can Dramatically Lower the Cost of Food
In June, grocery giant Aldi opened a store just off of Times Square in Manhattan. It's the company's first location in Midtown and, according to their US Chief Commercial Officer Scott Patton, Aldi has to orchestrate a "logistical symphony"
What Dan Wang Saw on His Last Trip to China
There's this weird contradiction that hovers almost all conversations regarding the Chinese economy. On the one hand, the growth and rising material prosperity is undeniable. And of course, Chinese industrial giants are at the frontier in a
Baidu's CFO on How It Became a Full-Stack AI Player
In the China tech space, Baidu is now a full-stack player in the AI industry. The company makes its own chips, has its own AI models (Ernie), its own cloud system, and it's integrating AI into its self-driving car business, Apollo Go. But b
How Lenovo's CFO Is Allocating Capital During One of History's Biggest Booms
We know that companies around the world are investing heavily in AI. So intense is the race to win the AI battle, that it feels like there's almost no upward limit on how much you could spend on it. So how are CFOs thinking about capex in t
Rory Johnston on Why His $200 Oil Prediction Didn't Turn Out Right
The Strait of Hormuz has (mostly) re-opened! Crude prices are still up since the start of the war with Iran, but popular predictions earlier this year of $200-a-barrel Brent didn’t pan out. Why is that? We last talked to Rory Johnston, the
How the 1994 World Cup Transformed the Business of Football Forever
The last time the World Cup came to the US was 1994. Before then, the World Cup was an enormously popular event with surprisingly limited commercial significance; the 1990 tournament in Italy, for instance, lost money for broadcasters. But
Grace Shao on What the World Should Know About Chinese AI
China's AI industry has changed a lot since DeepSeek released its cheap frontier model last year, and briefly sent US tech stocks falling. After being locked out of the most advanced chips, Chinese companies are now allowed to buy some Nvid
How Substack Creators Are Covering This Strange Markets Era
We closed out our New York live show on May 28 with a panel that featured three of our favorite Substackers: James van Geelen of Citrini Research, Sam Ro, founder of The TKer, and journalist Jasmine Sun. They've all been Odd Lots guests bef
Anthropic's Co-Founder and Top Economist on Doing Research at the AI Frontier
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 models like Mythos, Fable, and Claude, is a
Jeremy Grantham on How to Tell If a Bubble Is About to Burst
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 Short-Term World, that includes spotting
The Iran War’s Lasting Scars Across Asia
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 flows. On today’s Big Take Asia podcast,
Carmen Li's Plan to Build a Futures Market for Compute
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 two companies — Silicon Data and Compute
Anjney Midha's Plan to Radically Lower the Price of Compute
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. Midha's new project is AMP PBC, a company that
How a Vibecoded Newsletter Is Making the Hay Market More Transparent
The hay market is not a transparent market: It is very fractured by types of hay, whether it is alfalfa or clover hay. There are a few opaque, illiquid markets like this — scrap metal for instance — that require some hands-on investigating
Why Tomatoes Are the Most Expensive They've Been in Four Decades
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 produce is spiking all over the place. So what'
How CoreWeave Sees the Market for Compute Right Now
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 three years later, things look pretty differ
Why Susquehanna Is Building a Prediction Markets Business
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 like hedge funds. Part of the problem is th
Inside Hudson River Trading's Blistering Token Burn
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 about how his firm uses AI. Now, some sev
Goldman Sachs CEO David Solomon on Running a Bank in the Age of AI
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 prism through which to explore some of th
The Hidden Plumbing of Commodity Finance
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, which is actually paying for it. Who fund
How the Invention of Rope Gave Us Modern Civilization
Rope is easy to take for granted. It seems obvious and straightforward. But of course, it had to be invented. Early humans discovered that by twisting fibers around each other, the resulting structure would be something durable and strong.
Gita Gopinath on Why Interest Rates Have Surged All Around the World
There's been a massive selloff in the bond market and rates are rising all around the world. Japan, Korea, the UK... You name it. Gita Gopinath, Harvard economics professor and the former first deputy managing director of the IMF, has long
Brendan Greeley on the Real 500-Year History of the Dollar
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 actually controls it? To understand these ques
What It Takes to Run One of London's Most Popular Pubs
As our listeners know, restaurants are great microcosms for macro-economic trends. They sit at the intersection of everything from consumer confidence to commodity costs to the labor market. So on our recent visit to London, we wanted to le
Architect Norman Foster on Why the West Struggles to Build Big
Not many people think of designing buildings as an exercise in economics, but the entire process is defined by constraints around resources (both physical and financial), and an iconic building can also have a huge impact on the wealth and
'The Assassin' Fahmi Quadir on How to Survive as a Short-Seller
A short seller is a gumshoe who roots out a particular story about a specific company and brings it to light. And Fahmi Quadir, the founder and CIO of Safkhet Capital, has been labeled "The Assassin" for being one of the most famous, succes
Why Cerebras CEO Andrew Feldman Built The World's Largest Computer Chip
Size is the name of the game for the AI chipmaker Cerebras: Their chips are truly massive, about the size of a dinner plate. According to Andrew Feldman, CEO and founder of Cerebras, that is about 58 times larger than the average chip. That
Deutsche Bank's Ozan Tarman and Aditya Singhal on Understanding the Macro Risks
It is hard to have a markets conversation that isn't out of date within a minute or two. But we think this one, with Ozan Tarman and Aditya Singhal of Deutsche Bank, is basically evergreen. This conversation, recorded at our live show at Wi
