Podbrain 
What Odd Lots Says About Technology
50 episodes about technology
<p>Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. J...
Key Insights on Technology
The underlying AI technology exponential has progressed roughly as expected, moving from 'smart high school student to smart college student to beginning PhD level' - Dario
- First-order thinking means solving root causes with technology rather than either-or solutions, as demonstrated in Zappos distribution flow optimization
- Depopulation without new technology would mean economic shrinkage, but AI arrives precisely when we need machines to do jobs we won't have people for
- "Before this technological age, could you have had a mistake that could cost billions of dollars? Not really. But now you can leave a piece of software, could go out and do 70,000 transactions" - Lloyd
- AI leverage creates unprecedented risk: software can execute 70,000 transactions automatically without human intuition checks
- Wells Fargo still uses horse and buggy logo while decommissioning mainframes, showing institutional technology lag
- Technology earnings up 18% but stocks down 12%, representing 25% multiple compression as AI investments shift companies from asset-light to asset-heavy models
- Early technology decisions at Stripe like Ruby and MongoDB still define the company 15 years later, demonstrating how "initial conditions" shape decades of engineering work
Episodes
Why AI Might Actually Create More Work for Lawyers
Grace Shao on What the World Should Know About Chinese AI
How Substack Creators Are Covering This Strange Markets Era
Anthropic's Co-Founder and Top Economist on Doing Research at the AI Frontier
Anjney Midha's Plan to Radically Lower the Price of Compute
Why Tomatoes Are the Most Expensive They've Been in Four Decades
Why Cerebras CEO Andrew Feldman Built The World's Largest Computer Chip
Why SocGen's Albert Edwards Sees Double-Digit Inflation Coming Back
Samanth Subramanian on the Undersea Cables That Keep the Internet Alive
Mariana Mazzucato Thinks We Need More Moonshots
How Baltimore's Mayor Is Fighting the City's Vacant Housing Crisis
Inside the Booming Market for Dinosaur Fossils
BlackRock's Rob Goldstein on the Next Megatrends in Finance
What's Actually Going On With Private Credit
Presenting Foundering Season 6: The Killing of Bob Lee, Part 1
Understanding the Most Viral Chart in Artificial Intelligence
Google's Liz Reid on Who Will Own Search in a World of AI
Daniel Yergin Sees a 'Different World' Emerging After the Hormuz Crisis
Jack McClendon on Why It's So Hard to Create a New American Oil Boom
Presenting What Next TBD: Why Everyone is Freaking out About Private Credit
The Big Macro Force That's Been Driving Stocks Higher for Years
Thomas Peterffy on Interactive Brokers' Plan to Professionalize Prediction Markets
Search Engine Presents: Are you a good driver?
Scott Bok Explains What Investment Bankers Actually Do All Day
Why NASA Hired a Chief Economist
Goldman CIO Marco Argenti on the Warp-Speed Improvements in AI
Anthropic, the Pentagon, and the Future of Autonomous Weapons
Now There's a Helium Shortage and It Affects More Than Balloons
David Shor and Byrne Hobart on the Politics of a White-Collar Wipeout
What War in Iran Means for China's Teapot Oil Refineries
Books on technology
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