Kapitelklicken springt direkt hin
Shownotes
<p>Marty's back on the shore house porch just as the Middle East flares up again. Marty and John dig into WTI and Brent back in the 80s, the SPR hitting 43 days, and why GCC countries are racing to bypass the Strait of Hormuz. They also get into the US as a helium winner, the Fed trying to have it both ways on forward guidance and inflation, and why Kimi K3 is exposing the strategic risk of nerfed frontier models. They also touch on Jevons Paradox in AI inference, whether sovereigns will end up backstopping training spend, and Bitcoin hovering around 64k with the strategic reserve bill finally hitting committee. </p>
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<p>In this episode: </p>
<p>Shore house banter and Canadian wildfire smoke </p>
<p>Iran escalation and oil back in the 80s </p>
<p>SPR at 43 days lowest since 1983 </p>
<p>GCC pipeline rush to bypass the Strait of Hormuz </p>
<p>Houthi blockade threats and Iraq oil deals </p>
<p>US helium exports surging to Asia </p>
<p>Fed governors declaring inflation peaked </p>
<p>The forward guidance contradiction </p>
<p>Kimi K3 surpassing US frontier models </p>
<p>Hugging Face and the nerfed frontier model problem </p>
<p>Jevons Paradox and AI inference demand </p>
<p>Sovereign backstops for training spend </p>
<p>Bitcoin around 64k and Galaxy bottom indicators </p>
<p>Strategic Bitcoin Reserve bill hits committee </p>
<p>TIMESTAMPS: </p>
<p>00:00:00 - Shore house banter and smoke </p>
<p>00:01:27 - Iran back on the table </p>
<p>00:02:57 - SPR at 43 days </p>
<p>00:03:27 - GCC pipeline rush </p>
<p>00:05:02 - Yemen blockade threats </p>
<p>00:05:35 - Iraq PM visits Washington </p>
<p>00:07:35 - US helium winner </p>
<p>00:10:25 - Fed declares inflation peaked </p>
<p>00:14:27 - Kimi K3 and open weight models </p>
<p>00:19:07 - Hugging Face autonomous AI attack </p>
<p>00:22:53 - Jevons Paradox and inference </p>
<p>00:25:55 - Sovereign backstops for training </p>
<p>00:29:02 - Bitcoin around 64k </p>
<p>00:30:36 - Strategic Bitcoin Reserve bill </p>
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