FSD: Anthropic Wants to ‘Slow it Down’

Podcast: Lumida Wealth : Non-Consensus Invest Beyond the Ordinary · Ram Ahluwalia

Opublikowano: 2026-09-16

00:00 - Market Recap: $108 Oil, 5% Treasury Yields, and Fed Rate Expectations 03:20 - Policy Errors: Why the Fed Should Not Have Cut Rates Last Year 04:14 - Podcasting with Jordi Visser: Sentiment Shifts in the AI Market 05:13 - The Dario Amodei Safety Letter: Strategic Alignment & CapEx Realities 07:39 - Pre-IPO Talent Reticiencies & Managing for Free Cash Flow 09:37 - AI Breakthroughs vs. Hacks: Has Frontier AI Innovation Slowed Down? 11:08 - Engineering Hacks: Chain of Reasoning, Looping, and Evaluating Agents 13:12 - Scaling Laws, Compute Monetization, and the Geopolitical Race with China 15:00 - Midterm Elections, Preemptive Self-Regulation, and...