Episode Details

This week, Avi sits down with Alexander Good, founder of Post Fiat, former Palantir and essayist, for one of the most wide-ranging conversations we've had. We discuss how he built a trading edge by reading stocks through advertising data, the EA vs Booking pair trade, the "goldfish theory" of why attention is more predictable than the future, where the model breaks (and why it's happening to Michael Saylor right now), why he's bearish on Palantir as ontologies become less necessary, why AI won't make people useless but will take their jobs, his call that unemployment starts kicking in within three months, the Nintendo trade and the coming AI-and-IP goldmine, and his big thesis: that AI gets regulated and sequestered like nuclear tech in 1945, ending in a sovereign margin call rather than a productivity utopia. Enjoy!

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Timestamps:

(00:00) Coming Up on 1000x...

(00:52) Who The F*** Is Alex Good?

(03:59) The Advertising Edge: How He Read Stocks Through Ad Data

(10:05) The Goldfish Theory & Where The Model Breaks

(16:15) Why He's Bearish On Palantir

(24:23) AI Won't Make You Useless — But It Will Take Your Job

(28:27) Unemployment In Three Months

(32:30) The Nintendo Trade & The Coming IP Goldmine

(37:20) The Sovereign Margin Call: Why AI Gets Regulated Like Nukes

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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.