CapEx as the Canary for the AI Bull Market

From AI's massive energy appetite creating an unexpected investment opportunity in natural gas to Elon Musk's new war on Wikipedia and a debate on how to hedge the inevitable AI bubble…

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Episode Highlights:

⚡️ AI's Energy Crisis & The Power Bottleneck

💨 The Natural Gas Trade for AI's Energy Crisis

🏰 Building AI Moats: The 7 Powers Framework

💥 Hedging the AI Bubble Before the Cliff

📚 Grokopedia vs. Wikipedia: The Information War

🧬 GLP-1s, Inflammation, and Cancer Prevention

🏡 The Dark Side of Homeownership

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Timestamps:

00:00 - Intro: A Rose From a Stranger

02:40 - Zbiotics: The drink you drink before you drink

04:20 - Recap: The Sam Altman & Satya Nadella Interview

06:20 - OpenAI's Path to $100B & Imminent IPO?

09:30 - Google's Full-Stack AI Advantage

13:20 - The Real AI Bottleneck: It's Power, Not GPUs

14:30 - The Investment Case for Natural Gas

18:00 - Are Bitcoin Miners the Ultimate AI Data Center Play?

20:20 - The 7 Powers: A Framework for Building an AI Moat

28:30 - "Macro Delegating, Micro Steering": The Future of AI Agents

33:15 - Will AI Break Capitalism?

39:50 - The Speed & Magnitude of AI Job Displacement

43:30 - The Canary in the Coal Mine for the AI Bull Market

46:30 - Anatomy of a Bubble: "We are all running towards the cliff"

51:00 - How to Hedge the AI Crash: Shorting Palantir?

55:10 - Hacking Your Portfolio with Customized Direct Indexing

59:50 - Grokopedia vs. Wikipedia: Elon's War on Information

01:08:20 - Can GLP-1 Drugs Prevent Cancer by Reducing Inflammation?

01:20:00 - The Dark Side of Homeownership: "I regret all of it"

01:28:50 - Outro

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