Episode Details

An ex-OpenAI and Anthropic researcher says there is over a 10% chance AI ends humanity within the decade, and his warning has already pulled in 150 million impressions online. Jackson Mikalic, Michael Tanguma, Liam Nelson, and Brian Cubellis put four stories on the clock: Donald Trump promising $5,000 to every US adult if Republicans hold the midterms, Treasury Secretary Scott Bessent saying nothing else matters if China wins the AI race, the 10-year Treasury yield near a 19-year high as the Treasury triples its bond buybacks, and a lightning round on OpenAI's contested 10,000-agent math proof. Where's the signal, and where's the noise?

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🎙️ About The Show

Signal vs Noise: a twice weekly show unpacking the five biggest stories across capital markets, technology, and people, with five minutes on the clock for each.

🧠 Chapters

00:00 - Intro

01:08 - Topic 1 - Trump Promises $5,000 to Every American If the GOP Wins

07:13 - Topic 2 - An AI Researcher Says There's a 10% Chance AI Ends Humanity

~13:30 - Topic 3 - Bessent Says Nothing Matters If China Wins the AI Race

23:25 - Topic 4 - The Bond Market's Yield Crisis and the Treasury's Buyback Escalation

29:24 - Lightning Round and Parting Thoughts

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