Category: 3-SometimeCommentary

Groundbreaking. Transformative. A new way to unlock human creativity and productivity.

Tech CEOs have promised artificial intelligence will do many things for us. They’ve used these promises to justify billions of dollars of investment in building the language models and data centers needed to power AI.

Four of the world’s biggest tech companies – Meta, Amazon, Microsoft, and Google – have promised to collectively spend $380 billion this year in the AI space.

That spending has led to huge rallies in these companies’ stock prices. There are now hundreds of private AI companies with values – on paper – of over a billion dollars. And in October, the AI boom created the world’s first company worth $5 trillion – Nvidia.

So, is this spending justified? Do these companies’ stock values hint at a financial bubble in AI? Or is this situation different?

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Join Washington Examiner Senior Writer David Harsanyi and Federalist Editor-In-Chief Mollie Hemingway as they discuss consequential implications of releasing the Epstein files, consider the slipping enthusiasm toward marriage in today's youth, and rehash the conservative civil war in response to a listener email. Mollie and David also review Death by Lightning, The Big Short, Michael Clayton, and A Civil Action. 

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Ravi sits down with Lawrence McDonald to reveal why the classic “just buy the index” advice may now be one of the biggest risks in the market. They break down how passive investing, AI-driven mega-caps, and relentless stock buybacks have concentrated everyone’s savings into a fragile handful of stocks. McDonald explains how de-dollarization, shrinking demand for U.S. treasuries, and nonstop bailouts are rewriting the safety playbook. He lays out where the real opportunities may be now—in hard assets, select energy and commodity names, and short-term cash positions ready to strike when the bubble finally pops.

Ravi’s Analog Writer’s Group: https://www.ravimgupta.com/analog

Lawrence McDonald’s How To Listen When Markets Speak and The Bear Trap’s Report

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The Republican party’s effort to gerrymander Texas to give them five additional seats in Congress took a blow this week when a federal court threw out their map. A federal judge said there was substantial evidence that the map was drawn to hurt minority voters. Attorney General Ken Paxton said he would appeal.array(3) { [0]=> string(20) "https://www.tpr.org/" [1]=> string(0) "" [2]=> string(1) "0" }

Elon Musk’s outspoken support for Germany’s far-right Alternative for Deutschland (AfD) has intensified concerns among German officials and democracy advocates, and it features prominently in a new PBS FRONTLINE investigation into the rise of nationalist politics across Europe.array(3) { [0]=> string(20) "https://www.tpr.org/" [1]=> string(0) "" [2]=> string(1) "0" }

• "107 Days," by former VP Kamala Harris
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Hello!

Today, we have on Bhaskar Sunkara, President of The Nation and founding editor of Jacobin. We talk about his best sports bets, the Larry Summers email scandal, and what Zohran’s early days and robust popularity might mean for the left. Very lively episode here so please give it a listen!

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Congressional Republicans on Tuesday overwhelmingly approved a bill to release all of the files related to the sex offender Jeffrey Epstein — a bill that President Trump spent months trying to kill.

The Times correspondents Anni Karni and Carl Hulse explain how a rebellion started by a handful of Republican lawmakers became a partywide mutiny, and Representative Thomas Massie talks about his role in bringing about the vote.

Guest:

• Annie Karni, a congressional correspondent at The New York Times.
• Carl Hulse, the chief Washington correspondent for The Times.
• Representative Thomas Massie, Republican of Kentucky.

Background reading: 

• The vote to approve was a stunning turn for an effort that Republican leaders had worked for months to block.
• For Mr. Trump, the Epstein scandal is the story that won’t go away.

Photo: Tierney L. Cross/The New York Times

For more information on today’s episode, visit nytimes.com/thedaily. Transcripts of each episode will be made available by the next workday. 

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