NY Governor Kathy Hochul on Her One Year Data Center Moratorium
Governor Kathy Hochul says New York’s one-year data center moratorium is a temporary pause, not a ban, meant to force large projects to bring their own power or pay more for grid access. The conversation widens into New York’s broader fight over electricity, housing supply, nuclear buildout, AI-driven job disruption, and which kinds of economic development deserve scarce power capacity.
These Are the Sharps Actually Making Money on Prediction Markets
Odd Lots talks with prediction-market sharps Brian Golden and Daniel Reichman about how a small group of traders claim durable edge in mostly zero-sum, highly noisy markets. The episode covers their specialist Discord, inflation and election forecasting methods, insider-trading detection, market design flaws, and why local information still beats internet consensus.
Baidu's CFO on How It Became a Full-Stack AI Player
Baidu CFO Henry He argued that AI value is shifting from infrastructure to applications and agents, with cloud and inference workloads becoming the company’s central priority. He also discussed Baidu’s token economics, chip strategy, AI safety work, robotaxi scale, and the company’s shrinking dependence on search revenue.