Topic
AI Policy
The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
The hosts spent most of the episode arguing over Chinese open-source AI, distillation, and whether frontier labs are trying to lock in a government-protected duopoly. They then pivoted to AI capex and Google/Tesla earnings before ending with a heated anti-socialist discussion about NYC eviction, tenant rules, and private property rights.
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.
What separates the AI winners from everyone else? | First Pass Ep. 3 with Ara Kharazian (Ramp)
Ramp economist Ara Kharazian argues the firms seeing AI gains are not casual users but intensive adopters with integrated workflows. His data shows AI-heavy companies grew headcount over two years, with especially strong growth in entry-level hiring.