Best Podcast Episodes About Jane Street

Best Podcast Episodes About Jane Street

Everything podcasters are saying about Jane Street — curated from top podcasts

Updated: Mar 31, 2026 – 28 episodes
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Ridealong has curated the best and most interesting podcasts and clips about Jane Street.

Top Podcast Clips About Jane Street

TBPN
“… is this meme. They probably would have printed. Although, it's not like the high frequency trading firms are not using AI or not using. I mean, Jane Street invested in a custom server company or custom silicon company, something along those lines, specifically for high frequency trading. So they have a lot of AI researchers there. And you see this with a lot of labs saying, hey, does anyone from the high-focusy trading industry or quant finance want to come work over here? We can maybe start matching your salary, maybe give you a more interesting project that you can actually talk about and people …” “… up. There are certainly plenty of examples of hedge funds that had fantastic teams but could not stick to landing and wound up zeroed. Sophie says, Google shutting down a deep mind hedge fund quit right before they were about to hit it big. It really is this meme. They probably would have printed. Although, it's not like the high frequency trading firms are not using AI or not using. I mean, Jane Street invested in a custom server company or custom silicon company, something along those lines, specifically for high frequency trading. So they have a lot of AI researchers there. And you see this with a lot of labs saying, hey, does anyone from the high-focusy trading industry or quant finance want to come work over here? We can maybe start matching your salary, maybe give you a more interesting project that you can actually talk about and people will be potentially excited about. I don't know. Anyway. Bone GPT, the rapper Eater, shared, I don't want this part of my brain to grow, which is a quote from this. So in the weeks after the presentation the two sides finally converged on a fleshed out version of the Pichai plan Suleiman would lead DeepMind applied side from within Google while …” View more
Ridealong summary
After two years of negotiations, Google granted DeepMind a staggering $15 billion to advance AGI research. This decision came just before a potential hedge fund launch that could have made waves in the finance world, but ultimately, the focus remained on ethical AI development. The humor in the lengthy negotiations highlights the quirky dynamics of corporate decision-making in tech.
TBPN · AI Is Coming for Your Memes, Axios NPM Package Compromised, Claude Code Source Code Leak | Alex Pruden, Qasar Younis, Sebastian Mallaby, Forrest Heath, Dino Mavrookas, Will Ahmed, Jannick Malling, Ryan Daniels, Chris Yu · Mar 31, 2026
TBPN
“… your own lawsuit against the lawyers that were coming after these social media lawsuits. Yeah, yeah. So there's actually a profile in the Wall Street Journal, in the exchange this weekend, the lawyer who beat Meta and Google. And it goes into some of his addictive techniques that are driving jurors crazy across the country. Attorney Mark Lanier, he uses props. Come on. Come on. What's more than props? He also uses parables. What? Parables. Metaphors. Axioms. All of the above. He moonlights as a preacher, and it shows when he's taking on the world's most powerful companies. The 65 came to …” “And you're potentially filing your own lawsuit against the lawyers that were coming after these social media lawsuits. Yeah, yeah. So there's actually a profile in the Wall Street Journal, in the exchange this weekend, the lawyer who beat Meta and Google. And it goes into some of his addictive techniques that are driving jurors crazy across the country. Attorney Mark Lanier, he uses props. Come on. Come on. What's more than props? He also uses parables. What? Parables. Metaphors. Axioms. All of the above. He moonlights as a preacher, and it shows when he's taking on the world's most powerful companies. The 65 came to court in downtown Los Angeles for closing arguments this month of one of the biggest trials of his career armed with a parable of leavened bread That feels like something that is designed to make it hard to rip yourself away from. Exactly. So he knew he needed a simple way to show a jury that Meta's Instagram and Google's YouTube were designed to be …” View more
Ridealong summary
The legal accountability of Meta and YouTube for social media addiction marks a positive step towards protecting vulnerable teens from harmful digital environments.
The legal victories against Meta and Google are crucial steps in holding social media companies accountable for their addictive designs and the harm they cause to vulnerable users.
The legal strategy against social media giants is effective and could lead to significant accountability for platforms like Meta and YouTube.
TBPN · The Lawyer Who Beat Meta and Google, Revisiting The Jetsons, Japan Twitter | Tae Kim, Logan Bartlett, Sam Stephenson, Ben Broca, Brett Adcock, Andrei Serban · Mar 30, 2026
The Rundown
“… replace a lot of these software businesses, investors are worried that these loans could go bad. And here's where things get a bit sketchy. The Wall Street Journal did an analysis and they found that four of the largest private credit funds actually have way more software exposure than they've been reporting. On average, the four funds reported about 19% of their investments were in software, but the journal found that the real number is closer to 25%. Some of these funds were categorizing software companies under different industries like healthcare or business services to make their exposure …” “… that investors are starting to panic is because of AI and the decline in software stocks. See, a lot of these private credit funds made a ton of loans to software companies over the past five years. And now with AI threatening to disrupt or even replace a lot of these software businesses, investors are worried that these loans could go bad. And here's where things get a bit sketchy. The Wall Street Journal did an analysis and they found that four of the largest private credit funds actually have way more software exposure than they've been reporting. On average, the four funds reported about 19% of their investments were in software, but the journal found that the real number is closer to 25%. Some of these funds were categorizing software companies under different industries like healthcare or business services to make their exposure look smaller. So the risks might be even higher than initially reported. Now, these private fund managers say that this panic is all overblown. They say the loans are performing well, that the AI fears are creating unnecessary panic. And look, I think they might be right, but the optics are terrible when investors are already nervous and heading for …” View more
Ridealong summary
Investors have pulled over $11 billion from private credit funds amid rising fears about AI disrupting software companies. As funds struggle with record withdrawals and hidden exposure to software risks, a new proposal could allow these volatile investments in 401(k)s, raising concerns about retirement savings. The situation is dire, but fund managers insist the panic is overblown.
The Rundown · Eli Lilly Bets Billions on AI Drugs From China, Private Credit Panic Grows · Mar 30, 2026
TBPN
“… see a little bit there and then also some high-freezy trading probably because you've got to do something with a balance sheet. So why not get some Jane Street folks in there and start eking out fractions of a penny on every trade? In other news, Andrew Bosworth is taking over supervision of the company's efforts to become AI native. That's exciting. He's going to be overseeing Meta's AI for Work initiative that was previously led by another exec. He has been with... Trusted general. Yeah, he's been there for so long. AI for Work is their internal initiatives. These are going to be, I think, like …” “… Yeah, I would like this. I mean, they've had so much success. spinning things out. It's funded the nonprofit so effectively. Why not keep it going? Yeah. Why change horses in the middle of a stream? If it ain't broke, don't fix it. So I'd like to see a little bit there and then also some high-freezy trading probably because you've got to do something with a balance sheet. So why not get some Jane Street folks in there and start eking out fractions of a penny on every trade? In other news, Andrew Bosworth is taking over supervision of the company's efforts to become AI native. That's exciting. He's going to be overseeing Meta's AI for Work initiative that was previously led by another exec. He has been with... Trusted general. Yeah, he's been there for so long. AI for Work is their internal initiatives. These are going to be, I think, like internal products that help the company operate more efficiently.” View more
Ridealong summary
OpenAI's new nonprofit foundation plans to spend $1 billion this year to tackle both the benefits and threats of AI. With co-founder Wajek at the helm, the organization aims to address emerging societal challenges while also considering consumer technology development. This unprecedented funding could redefine how nonprofits operate and influence the future of AI safety and innovation.
TBPN · Hill & Valley Gigastream, Apple's Next CEO, OpenAI's Non-Profit | Scott Nolan, Sarah Guo, Casey Handmer, Shaun Maguire, Delian Asparouhov, Zach Dell, Ryan Petersen, and Chase Lochmiller · Mar 24, 2026
Dwarkesh Podcast
“… don't have anywhere to put the tool because the most complex building that people make is fabs and fabs take two years to build. You can think of Jane Street” “… cost is DRAM or is EUV. These other tools are also bottlenecks, although their supply chains are not as complex as ASMLs. And so you see applied materials and LAM research and all these other companies also expanding capacity a lot. And anyways, you don't have anywhere to put the tool because the most complex building that people make is fabs and fabs take two years to build. You can think of Jane Street” View more
Ridealong summary
DRAM prices are set to double again, driven by AI demand and slow market recovery. Manufacturers hesitated to build new fabs during low-margin years, leading to a critical supply shortage. This situation is further complicated by the shared constraints on memory production, leaving us with limited capacity until late 2027 or 2028.
Dwarkesh Podcast · Dylan Patel — Deep Dive on the 3 Big Bottlenecks to Scaling AI Compute · Mar 13, 2026
Morning Brew Daily
“… markets. Moving on, a coffee chain that built its reputation on rapid fire to-go orders wants you to take your coat off and stay a while. Blank Street, a venture capital-backed chain with a big presence in New York and London, is launching a new larger store format that aims to position it as the Gen Z Starbucks. Bloomberg visited a new location in lower Manhattan and described the new digs. At 1,300 square feet, it's triple the size of many current stores, which often don't have seats. Now there are seats, including what Blank Street is calling, quote, conversation booths. There are also big …” “prediction markets. Moving on, a coffee chain that built its reputation on rapid fire to-go orders wants you to take your coat off and stay a while. Blank Street, a venture capital-backed chain with a big presence in New York and London, is launching a new larger store format that aims to position it as the Gen Z Starbucks. Bloomberg visited a new location in lower Manhattan and described the new digs. At 1,300 square feet, it's triple the size of many current stores, which often don't have seats. Now there are seats, including what Blank Street is calling, quote, conversation booths. There are also big mirrors for selfies and coffee staging areas with peak social media lighting. Overall, Bloomberg writes, it's loaded with TikTok catnip. Blank Street says the new format will be used for all its future locations, while existing stores will either be converted to the larger scale format or moved. It is all in. And it's a big bet that could easily …” View more
Ridealong summary
Blank Street is betting big on becoming the 'Gen Z Starbucks' by launching larger stores designed for socializing. With seating, conversation booths, and Instagram-friendly features, they're shifting from quick to-go orders to creating a cozy hangout vibe. This pivot may redefine coffee culture for younger generations, especially with the rising popularity of matcha boosting afternoon sales.
Morning Brew Daily · Polymarket Bettors Threaten Israeli Journalist & Blank Street Wants to Become “Gen Z Starbucks” · Mar 18, 2026
TBPN
“Jane Street accused of insider trading that helped collapse Terraform. The court-appointed administrator of Doquan's Terraform Labs alleged that Jane Street used non-public information about Terraform insiders to trade the play-by-play. Jane Street was behind the 2022 crypto winter, destroying Terraform by first de-pegging the token and destroying the ecosystem, then pretending it would rescue Terra, while effectively, it was soaking up what little value …” “Jane Street accused of insider trading that helped collapse Terraform. The court-appointed administrator of Doquan's Terraform Labs alleged that Jane Street used non-public information about Terraform insiders to trade the play-by-play. Jane Street was behind the 2022 crypto winter, destroying Terraform by first de-pegging the token and destroying the ecosystem, then pretending it would rescue Terra, while effectively, it was soaking up what little value remained. Mixed response to this. Some people are calling it based. Some people say it rocks. I guess they don't like crypto, but they love Jane Street. It's an odd take, but people are having fun with the timeline. Here's the thing. The insider trading allegation, apparently, they had a group chat. There was somebody at Jane Street who had …” View more
Ridealong summary
Jane Street is accused of insider trading that allegedly contributed to the downfall of Terraform, a major player in the crypto world. The accusations stem from a former Terraform employee at Jane Street who reportedly shared non-public information, leading to suspiciously timed trades. As the crypto community reacts, the implications of this case could reshape perceptions of trading ethics in the industry.
TBPN · Kim K's New Energy Drink, Citrini Discourse Rages On, the $100B Meta-AMD Deal | Diet TBPN · Feb 24, 2026
The Michael Knowles Show
“That's training grounds. Now I'm with the real crooks, right? Yeah. But yeah, I worked for one of the biggest Wall Street banks in the world, UBS, Union Bank of Switzerland. And it was in Dallas. And it was at that job when I was introduced to meth for the first time. Another broker introduced me to meth one day when I was sleeping at work. Okay, now hold on. I want to take it, you've got this good career, you've got this good future potentially because you're this D1 athlete. And then you say, you hurt yourself, you're out of sports, and then you start doing …” “That's training grounds. Now I'm with the real crooks, right? Yeah. But yeah, I worked for one of the biggest Wall Street banks in the world, UBS, Union Bank of Switzerland. And it was in Dallas. And it was at that job when I was introduced to meth for the first time. Another broker introduced me to meth one day when I was sleeping at work. Okay, now hold on. I want to take it, you've got this good career, you've got this good future potentially because you're this D1 athlete. And then you say, you hurt yourself, you're out of sports, and then you start doing drugs. So this is before meth, before you're at UBS. Yeah. Why do you start doing drugs once you lose sports? The answer to that question is addiction. I'm an addict. And today I'm in a program recovery. I work a 12-step program recovery that helps me deal with my addiction. But addicts can't live life on life's terms. That's the very definition of …” View more
Ridealong summary
Damon West shares how a single choice led him from a promising career on Wall Street to living on the streets. After losing his identity as a college quarterback, he turned to meth to cope with his pain, leading to a rapid downward spiral. This is a powerful reminder of how addiction can take everything away, even when life seems perfect on the surface.
The Michael Knowles Show · "65 Years In Prison For Burglary" Michael & The Prison Inmate | Damon West · Mar 29, 2026
Bankless
“… where there are markets where if you trade them to perfection, the most amount of money you can make is maybe 50 to $100. And it's not worth it for Jane Street to put a quant on those markets because it too expensive for them And it bound by the cost of intelligence and the cost of attention But if you can trade those markets near perfectly for 10 cents of inference then you do it And in aggregate maybe that long tail is pretty valuable So right now we in a world where the long tail is sheltered by the fact that it's small. And as AI gets better in all of these different domains, we should just be …” “… about the security. Those people will have, will not have a good day. Yeah. I think this is a general trend that the long tail will get collected by people who can use AI well. Like, For example, you can look at something like prediction markets, where there are markets where if you trade them to perfection, the most amount of money you can make is maybe 50 to $100. And it's not worth it for Jane Street to put a quant on those markets because it too expensive for them And it bound by the cost of intelligence and the cost of attention But if you can trade those markets near perfectly for 10 cents of inference then you do it And in aggregate maybe that long tail is pretty valuable So right now we in a world where the long tail is sheltered by the fact that it's small. And as AI gets better in all of these different domains, we should just be assuming that all of that's going to get collected by people who are able to use these tools. Let's talk about EVM bench. This is the paper, the tool, you guys call it” View more
Ridealong summary
As AI advances, the long tail of smart contracts will become vulnerable, making it easy for bots to exploit even low-value contracts. This shift means that individuals who previously didn't prioritize security will face significant consequences. With AI tools, traders can now profit from markets that were once too small for traditional players to consider.
Bankless · AI Finds 70% of Smart Contract Exploits | Alpin Yukseloglu · Mar 05, 2026
The Milk Road Show
“Matt, I want to ask you, one of the other big thing that's been happening this week in crypto, the big rumor mill news is that Jane Street has been suppressing price purposely and that they're now being sued for the terror collapse because they orchestrated it and that they might be behind 1010. Everybody's just like every reason that there was for crypto being bad has now been pointed at them doing it on purpose. And even to the point, it's so granular that there's several posts about how Bitcoin would dump every day at 10 a.m. like clockwork. And suddenly, once this company has …” “Matt, I want to ask you, one of the other big thing that's been happening this week in crypto, the big rumor mill news is that Jane Street has been suppressing price purposely and that they're now being sued for the terror collapse because they orchestrated it and that they might be behind 1010. Everybody's just like every reason that there was for crypto being bad has now been pointed at them doing it on purpose. And even to the point, it's so granular that there's several posts about how Bitcoin would dump every day at 10 a.m. like clockwork. And suddenly, once this company has been sued, they've stopped. They've stopped, I guess, probably halted operations internally as they're getting sued and that this daily dump has also stopped. And lo and behold, the day after all this comes out, Bitcoin pumped 10%. Is any of that true? Yeah. I wish someone had told me about this 10 a.m. guaranteed dump six months ago so I could …” View more
Ridealong summary
Allegations against Jane Street claim they manipulated Bitcoin prices, particularly with a daily dump at 10 a.m. However, experts argue that these claims lack evidence and that the real reason for Bitcoin's decline lies with the sellers themselves. The truth about Jane Street's involvement in the Terra Luna collapse and market dynamics remains to be seen in court.
The Milk Road Show · Bitwise’s Bull Case: Why Crypto Fundamentals Are Stronger Than Ever w/ Matt Hougan & Ryan Rasmussen · Feb 26, 2026
Rob Has a Podcast | Survivor, The Traitors & Reality TV - RHAP
“the future. But what does it mean? Why do we need to care that Jane is going to be a killer? It's like, yeah, there's a lot of killers. Apparently she went to killer school. She's at the farm doing secret agent training. We know that Billy Pace went to a secret agent training school as well. But this one is different. First of all, Jane is unwell. She failed the psych exam. And they still put her ass in that school, knowing that she didn't have any business wielding any weapons or anything like that. We saw …” “the future. But what does it mean? Why do we need to care that Jane is going to be a killer? It's like, yeah, there's a lot of killers. Apparently she went to killer school. She's at the farm doing secret agent training. We know that Billy Pace went to a secret agent training school as well. But this one is different. First of all, Jane is unwell. She failed the psych exam. And they still put her ass in that school, knowing that she didn't have any business wielding any weapons or anything like that. We saw her. She was a crazy child as well. And she happened to be a crazy child who was neglected by her parents, which probably made her a little bit crazier. So there's a lot of things wrong with Jane. but the fact that she was born a killer feels like it was pre you know i was like a like a pre-existing uh you know kind of like prophecy that was out there …” View more
Ridealong summary
In 'Paradise' Season 2, Jane's character raises questions about nature versus nurture, especially as she is labeled a 'killer' from birth. Her upbringing, marked by neglect and a lack of maternal connection, suggests that her violent tendencies may stem from both her environment and inherent traits. The segment dives into the psychological implications of her childhood experiences and the possible prophetic nature of her fate.
Rob Has a Podcast | Survivor, The Traitors & Reality TV - RHAP · Rob Reacts to Paradise Season 2 Eps 5+6 · Mar 20, 2026
The Paul Barron Crypto Show
“… is going to cause a bag pump this is going to cause crypto to go up The real question is is what does it do long-term? Overall, do we still get more Jane Street kind of activity out there those kind of things for sure You can go further into this because Cal she just did the same exact thing and this was in reference to an inside Trading issue that occurred again. This was an if you haven't followed this was an editor with mr Beast that got caught inside trading The thing that was interesting to me is that Cal she could enact these fines Upon a user and of course, this was all in alignment with the …” “… financial system because that's really what is happening All of crypto is being herded into the trad fi system that has existed for 25 years That is why I think you're seeing the kicking and screaming in the industry of people that know But this is going to cause a bag pump this is going to cause crypto to go up The real question is is what does it do long-term? Overall, do we still get more Jane Street kind of activity out there those kind of things for sure You can go further into this because Cal she just did the same exact thing and this was in reference to an inside Trading issue that occurred again. This was an if you haven't followed this was an editor with mr Beast that got caught inside trading The thing that was interesting to me is that Cal she could enact these fines Upon a user and of course, this was all in alignment with the CFTC So I just wonder if Cal she is now getting into a position where they're giving more fuel to their competition for a Decentralized model and possibly an exit out of traditional prediction markets be on the lookout for this This could be a big one right here And you know when you look at this, I mean, it wasn't just the the fact that they got him …” View more
Ridealong summary
Recent regulatory changes in the U.S. are pushing cryptocurrency into traditional finance, sparking debate over its future. A significant fine imposed on a trader for insider trading highlights the growing tension between centralized regulation and decentralized finance. As the U.S. tightens its grip, other countries are embracing decentralized models, raising questions about the industry's direction.
The Paul Barron Crypto Show · Stablecoin Yields BANNED Before CLARITY Act!!?🚫Crypto Betrayal🔥 · Feb 26, 2026
Cheeky Pint
“… the best training product. And you guys just raised a big new round of financing. Yeah, that's right. So we've raised a Series B round. It's led by Jane Street and Situational Awareness. Situational Awareness, that is Leopold Aschenbrenner's fund. He wrote the definitive book on AGI and where it's going. And then Jane Street, they're real technical experts. They understand all the details really well. So very happy to be having them lead the round. It's a $500 million round. Helps us actually ramp the manufacturing and supply chain for our chip so we can bring our chip to market. That's a lot of …” “… inference. That's mostly just a market effect where it's easier to buy. It's not as big of a risk to go to buy an inference cluster than as a training cluster. I think the product is really compelling for training as well. And so I think it should be the best training product. And you guys just raised a big new round of financing. Yeah, that's right. So we've raised a Series B round. It's led by Jane Street and Situational Awareness. Situational Awareness, that is Leopold Aschenbrenner's fund. He wrote the definitive book on AGI and where it's going. And then Jane Street, they're real technical experts. They understand all the details really well. So very happy to be having them lead the round. It's a $500 million round. Helps us actually ramp the manufacturing and supply chain for our chip so we can bring our chip to market. That's a lot of money. Yeah, it is. Roughly, I would say it costs ballpark $100 million to produce a chip in small volumes. But then if you want to, you see the orders that are going around, like OpenAI, Anthropic,” View more
Ridealong summary
A groundbreaking AI chip has raised $500 million to ramp up manufacturing, aiming to deliver superior performance in both training and inference. This chip stands out by achieving high throughput and low latency, essential for maximizing AI model quality within budget constraints. With major backing from industry experts, this startup is set to challenge established giants like Google and NVIDIA.
Cheeky Pint · Reiner Pope of MatX on accelerating AI with transformer-optimized chips · Feb 26, 2026
This Week in Startups
“… on X, on YouTube. But YouTube seems to be a good place to do it. What does Eric think of increased Bitcoin exposure to TradFi? Will players like Jane Street win? Is Doquan going to win their lawsuit? Eric, go. Eric, you speak for all crypto. Oh, great. Crypto, unindicted, legit, everything in between. You are the spokesperson. Crypto people love having one centralized spokesperson for all their opinions. So I will take this mantle. I mean, the whole point of Bitcoin was to take over the global financial system. So you don't do that without the financial system merging with it. I'm glad to see …” “… Those are the people who have notifications turned on on YouTube. You subscribe to the channel, but you hit the bell. Then you go live, and the noties are the most loyal fans. Exactly. Top 1% of fans who come and ask us questions inside the live streams on X, on YouTube. But YouTube seems to be a good place to do it. What does Eric think of increased Bitcoin exposure to TradFi? Will players like Jane Street win? Is Doquan going to win their lawsuit? Eric, go. Eric, you speak for all crypto. Oh, great. Crypto, unindicted, legit, everything in between. You are the spokesperson. Crypto people love having one centralized spokesperson for all their opinions. So I will take this mantle. I mean, the whole point of Bitcoin was to take over the global financial system. So you don't do that without the financial system merging with it. I'm glad to see TradFi adopting Bitcoin. I don't trust all those firms. They don't deserve all the trust. But it's inevitable. and it's a sign of Bitcoin ascending to dominance. So I ultimately like it. As for the Do Kwon question, I'm not up to speed enough to answer that one. He was on and I asked him like three times to explain staking and I'm like, you know, I …” View more
Ridealong summary
Bitcoin is merging with traditional finance, signaling its ascent to dominance despite skepticism towards financial firms. Experts discuss the implications of MicroStrategy's aggressive Bitcoin acquisition strategy and the challenges of understanding cryptocurrency investments. This shift reveals both opportunities and risks as the financial landscape evolves.
This Week in Startups · Is Anthropic Making the Biggest Mistake in AI History | E2258 · Mar 05, 2026
The Milk Road Show
“… through the wrong instrument or the wrong direction, they can end up losing. And so very famously, this happened to, I think, SBF when he was at Jane Street. He predicted that Trump was going to win 2016, and he shorted U.S. equities. And then actually U.S. equities ripped because it was actually very bullish for them. And so that's kind of where prediction markets really succeed is where you get these markets that are like this pure distillation of, hey, what's going to happen in Iran? What's going to happen with this game? What's going to happen with a celebrity? And that's the thing that people …” “… where it's really this kind of idea of trade expression and distilling down the idea and the alpha into like its purest form. People can have the right view and the right prediction of the way the world is going to go. But if they try to express that through the wrong instrument or the wrong direction, they can end up losing. And so very famously, this happened to, I think, SBF when he was at Jane Street. He predicted that Trump was going to win 2016, and he shorted U.S. equities. And then actually U.S. equities ripped because it was actually very bullish for them. And so that's kind of where prediction markets really succeed is where you get these markets that are like this pure distillation of, hey, what's going to happen in Iran? What's going to happen with this game? What's going to happen with a celebrity? And that's the thing that people really want to see, not some weird macro, oh, the 10-year treasury rate is going up or down, and you try to make sense of the tea leaves. So I think also it is just ergonomic with maybe more ways of how people want to trade. I think for sports, maybe people do just want to trade percentages instead of American odds. I think it's in some ways more …” View more
Ridealong summary
Prediction markets are experiencing explosive growth, surpassing expectations following the 2020 presidential election. Initially thought to peak around that time, platforms like PolyMarket have expanded their reach, allowing users to trade on a variety of events, from sports to global happenings, creating a wealth of information for both traders and non-traders alike.
The Milk Road Show · AI Agents Will Need Crypto to Work (Here’s Why) w/ Tom Schmidt · Mar 04, 2026
TBPN
“… I'll buy the stock and hold it for a long time. Definitely not doing a lot of even even intra month trade. It's really like long not like a one-man Jane Street I'm not a not a one-man Jane Street. What about what about crypto? I feel like if you're working in crypto even adjacent to crypto, there's just so much alpha from seeing essentially like angel investment style opportunities from someone who's building something That's you just know it's gonna be hyped and the tokens gonna moon The issue is that it's like wildly distracting because as soon as you have enough money is that I think I think I I …” “… I am an investor. Okay. How do you think about the market? Are you a businessman? What's your strategy? I'm an investor. I'm a businessman. I don't know. I think my approach is like pretty smooth brain value investing, like good fundamentals. I'll buy the stock and hold it for a long time. Definitely not doing a lot of even even intra month trade. It's really like long not like a one-man Jane Street I'm not a not a one-man Jane Street. What about what about crypto? I feel like if you're working in crypto even adjacent to crypto, there's just so much alpha from seeing essentially like angel investment style opportunities from someone who's building something That's you just know it's gonna be hyped and the tokens gonna moon The issue is that it's like wildly distracting because as soon as you have enough money is that I think I think I I don't like doing a lot of like individual stock trading Yeah, because as soon then then my attention is gravitating towards this thing. That's not actually productive Yeah, and so what do you think? I think that's true And I think I mean obviously if you're trading like perps in crypto like you better stay on top of it because like there's a moment …” View more
Ridealong summary
Burger King is launching an AI chatbot designed to assess the friendliness of its workers, programmed to recognize polite phrases. This technology echoes a similar initiative by Chick-fil-A, which got a head start. As AI becomes integrated into customer interactions, we must consider the implications for human jobs and service quality.
TBPN · Nvidia Earnings, Paramount Emerges Victorious, Block Layoffs | Diet TBPN · Feb 27, 2026
Thinking Crypto News & Interviews
“… at how much Binance was being talked about a couple weeks ago and how much they quote unquote scammed people, regardless of your position of it. The Jane Street allegations that just came out over the last couple of days, all this stuff is is very popular to talk about. But once market caps go up. It's more like the crowd shrugs and says, ah, who cares about all that stuff? Let's focus on which meme coin to pump next, you know? Yeah. So it's it's a very what have you done for me lately industry. And it always will be for sure. And folks, if you want to get access to this data and all the stuff Brian is …” “… the opposite. It's one of those things. Once you see it, you can't unsee it. And it's like you kind of learn how to use it to navigate the markets and, you know, to invest. Yeah. I mean, and just briefly, I want to mention off of what you said, look at how much Binance was being talked about a couple weeks ago and how much they quote unquote scammed people, regardless of your position of it. The Jane Street allegations that just came out over the last couple of days, all this stuff is is very popular to talk about. But once market caps go up. It's more like the crowd shrugs and says, ah, who cares about all that stuff? Let's focus on which meme coin to pump next, you know? Yeah. So it's it's a very what have you done for me lately industry. And it always will be for sure. And folks, if you want to get access to this data and all the stuff Brian is showing with sentiment and NVRV, you can sign up for a free trial with sentiment. The link will be in the description and go check it out, folks. The data will really help you to navigate the markets.” View more
Ridealong summary
Despite a 24% jump in Uniswap's value, mainstream investors remain skeptical, indicating a potential for future growth. This segment highlights the importance of not panicking during downturns and understanding market behavior, emphasizing that sentiment can shift rapidly in the crypto space. As market caps rise, the focus often shifts away from controversies, showcasing the industry's volatile nature.
Thinking Crypto News & Interviews · Has the Crypto Relief Rally Started? Bitcoin, Ethereum, XRP, Solana, & Uniswap Analysis! · Feb 26, 2026
Connections Podcast
“… point. You could have, you know, small bands, stuff like that. You could have things going on. Dutton then also thinks behind there is Division Street, a little street that's real. It's hard to call it a street. It's a glorified alley. But it is, I guess, street size. But and that's the thought of like, you know, you could have street fairs back there. You could do all kinds of stuff and then open up. So Dutton initially had proposed a hotel. And he's saying, you know, right now, looking at you've got the convention center is going through some renovations, looking around to the different. …” “… all building front. So to break that up and allow some pedestrian circulation through there to create a space for these two buildings that they can put sidewalk cafes out into that space, you could think like it becomes sort of its own little gathering point. You could have, you know, small bands, stuff like that. You could have things going on. Dutton then also thinks behind there is Division Street, a little street that's real. It's hard to call it a street. It's a glorified alley. But it is, I guess, street size. But and that's the thought of like, you know, you could have street fairs back there. You could do all kinds of stuff and then open up. So Dutton initially had proposed a hotel. And he's saying, you know, right now, looking at you've got the convention center is going through some renovations, looking around to the different. He's not sure at this point. They're not bullish on doing a hotel. They might wind up doing something when they get in there that, you know, looks like an apartment now and, you know, an efficiency type rooms that can convert to a hotel if they get there. On the other side, and then he put some kind of retail coffee shop, wine bar, some kind of thing …” View more
Ridealong summary
Rochester is transforming the old McDonald's site into a vibrant pedestrian plaza, enhancing walkability and community engagement. This ambitious project will feature green spaces, cafes, and apartments, creating a hub for festivals and gatherings. Developers aim to activate Main Street with commercial spaces that cater to diverse income levels, fostering a lively urban atmosphere.
Connections Podcast · New pedestrian plaza for Rochester; here come the festivals; local man stars in new film · Mar 20, 2026
Oxide and Friends
“… Because we really, first and foremost, we want to not ship any of these things. Is now the time to mention that we could not take the sled out of Jane Street? Because there is another.” “… Also, the thing that was – sleds that had never seen it didn't see it, which sounds like a tautology. But we, in other words, if a sled was going to see this, it was seeing it in manufacturing. We were not, which is extremely, which is a great relief. Because we really, first and foremost, we want to not ship any of these things. Is now the time to mention that we could not take the sled out of Jane Street? Because there is another.” View more
Ridealong summary
In a critical moment before shipping to their third customer, a team member uncovered that 3-5% of sleds showed mysterious hardware failures during manufacturing tests. This revelation was a relief, as it meant the faulty sleds were identified before shipment, preventing potential disaster. The team's innovative debugging approach proved essential in diagnosing the issue.
Oxide and Friends · When Nine Nines Isn't Enough · Mar 18, 2026
This Machine Kills
“… where people are mistaking this as a relation of work rather than what it is, which is a relation of labor. And so you see this when the Wall Street Journal piece goes on to say after, you know, being like, well, some of these luminaries are saying work's going to be optional. And then they go, quote, yet evidence so far suggests that many AI adopters aren't using the technology's efficiencies to give themselves a break. Dean Hallinan, co-founder and chief revenue officer of software startup Stillhead Technologies, said he has experienced the work creep firsthand. Deploying AI has let his …” “… as socially productive or creative or whatever. But if you can expand your vessel to do more stuff, then the amount of stuff that you will be expected to do and fill yourself up with will also expand. And so I think what we're seeing here is a relationship where people are mistaking this as a relation of work rather than what it is, which is a relation of labor. And so you see this when the Wall Street Journal piece goes on to say after, you know, being like, well, some of these luminaries are saying work's going to be optional. And then they go, quote, yet evidence so far suggests that many AI adopters aren't using the technology's efficiencies to give themselves a break. Dean Hallinan, co-founder and chief revenue officer of software startup Stillhead Technologies, said he has experienced the work creep firsthand. Deploying AI has let his company automate a lot of administrative tasks and made its software developers more efficient at writing code, he said. Quote, but what we're finding is the work that is out there, it seems unbounded. It's like the appetite is always to do more and not to go home at noon. people are getting really shocked by this idea that the amount of work there …” View more
Ridealong summary
AI is not reducing workloads; it's expanding them, leading to endless tasks that employees must fill. As companies automate administrative tasks and enhance efficiency, workers find themselves facing an unbounded amount of labor instead of enjoying more free time. This unexpected outcome has left many professionals questioning why they still work long hours despite the promise of efficiency.
This Machine Kills · 449. Efficiently Drowning in Work · Mar 17, 2026

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Social media giants Meta and YouTube have faced significant legal setbacks, with juries finding them liable in two landmark court cases related to social media addiction. Podcasts are dissecting these verdicts, which focus not just on content but on the platforms' design and structure, and discussing the potential for a $400 million fine against Meta and Mark Zuckerberg, as well as the broader implications for Big Tech.
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