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Why Cerebras CEO Andrew Feldman Built The World's Largest Computer Chip
Size is the name of the game for the AI chipmaker Cerebras: Their chips are truly massive, about the size of a dinner plate. According to Andrew Feld…
2 weeks, 2 days ago
Deutsche Bank's Ozan Tarman and Aditya Singhal on Understanding the Macro Risks
It is hard to have a markets conversation that isn't out of date within a minute or two. But we think this one, with Ozan Tarman and Aditya Singhal o…
2 weeks, 4 days ago
Why the Price of Oil, Beef, Electricity, and Everything Else Makes No Sense
Whether it's the price of a barrel of Brent crude or a pound of beef, it's clear prices are skyrocketing for all kinds of goods and commodities. Pric…
2 weeks, 5 days ago
Stripe's John Collison on How Agentic Commerce Will Reshape the Internet
The internet is made for shopping. For years, the main inputs for e-commerce transactions involved targeted ads, algorithmic recommendations, SEO, an…
3 weeks ago
Why SocGen's Albert Edwards Sees Double-Digit Inflation Coming Back
Making a long career as a bear at a sell-side institution is tough. Generally financial markets have done quite well which means forecasting doom and…
3 weeks, 1 day ago
Martin Wolf on the 'Terrifying' Superpower That the US Wields
Last year, when we talked to Martin Wolf, the global order seemed like it was being upended after President Trump unveiled his sweeping tariffs again…
3 weeks, 2 days ago
Samanth Subramanian on the Undersea Cables That Keep the Internet Alive
In 2006, then-Senator Ted Stevens coined an infamous term for how to understand the internet: It's a "series of tubes." The funny thing is, that's a …
3 weeks, 3 days ago
The Bank of England's Megan Greene on Monetary Policy in a World of Supply Shocks
Ever since Covid, central banks around the world have had the same problem. They have tools that are designed to modulate demand, but so many challen…
3 weeks, 5 days ago
Mariana Mazzucato Thinks We Need More Moonshots
Today's guest Mariana Mazzucato is one of our most requested. Mazzucato, who is the director of the University College London Institute for Innovatio…
4 weeks, 1 day ago
How an American City Can Become a Manufacturing Hub
The residents of Allentown are still sore about that Billy Joel song. While it's true the Pennsylvania city became synonymous with deindustrializatio…
4 weeks, 2 days ago