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Inhoud geleverd door Natalie Toren, Byrne Hobart, and Erik Torenberg. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Natalie Toren, Byrne Hobart, and Erik Torenberg of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
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E56: AI Agents are Coming; China’s Internet; Google Wants to Win

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Manage episode 455083697 series 3529350
Inhoud geleverd door Natalie Toren, Byrne Hobart, and Erik Torenberg. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Natalie Toren, Byrne Hobart, and Erik Torenberg of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

This week, Erik Torenberg and Byrne Hobart discuss AI's economic implications, the rise of passive investing, gambling markets, and Warren Buffett's early investment tactics, examining how technological advancements shape economic metrics, market dynamics, and industry shifts.

---

🙏 Help shape our show by taking our quick listener survey at https://bit.ly/TurpentinePulse.

---

Highlights from the Episode:

  • AI's economic impact may follow a J-curve pattern - initially deflationary as it reduces costs, but potentially inflationary later through increased monetization and energy consumption
  • Passive investing's dominance has natural limits, as price discovery requires active trading, suggesting a possible future cyclical pattern between passive and active investing
  • The gambling industry's evolution may parallel historical vice industries, potentially leading to new social norms and self-regulation before government intervention

---

SPONSORS:

📑 Discover Carta, the innovative end-to-end accounting platform revolutionizing private fund management with streamlined operations and on-demand insights. Experience the new standard at https://carta.com/investors/

---

LINKS:

Byrne’s writing: https://thediff.co

---

X / TWITTER:

https://twitter.com/ByrneHobart (Byrne)

https://twitter.com/TurpentineMedia (Turpentine)

  continue reading

69 afleveringen

Artwork
iconDelen
 
Manage episode 455083697 series 3529350
Inhoud geleverd door Natalie Toren, Byrne Hobart, and Erik Torenberg. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Natalie Toren, Byrne Hobart, and Erik Torenberg of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

This week, Erik Torenberg and Byrne Hobart discuss AI's economic implications, the rise of passive investing, gambling markets, and Warren Buffett's early investment tactics, examining how technological advancements shape economic metrics, market dynamics, and industry shifts.

---

🙏 Help shape our show by taking our quick listener survey at https://bit.ly/TurpentinePulse.

---

Highlights from the Episode:

  • AI's economic impact may follow a J-curve pattern - initially deflationary as it reduces costs, but potentially inflationary later through increased monetization and energy consumption
  • Passive investing's dominance has natural limits, as price discovery requires active trading, suggesting a possible future cyclical pattern between passive and active investing
  • The gambling industry's evolution may parallel historical vice industries, potentially leading to new social norms and self-regulation before government intervention

---

SPONSORS:

📑 Discover Carta, the innovative end-to-end accounting platform revolutionizing private fund management with streamlined operations and on-demand insights. Experience the new standard at https://carta.com/investors/

---

LINKS:

Byrne’s writing: https://thediff.co

---

X / TWITTER:

https://twitter.com/ByrneHobart (Byrne)

https://twitter.com/TurpentineMedia (Turpentine)

  continue reading

69 afleveringen

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