OpenAI, AI Infrastructure Spend, and Potential Backstops

Hosts examine massive AI data-center borrowing, the idea of a federal backstop, and public-private dynamics in AI race.

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Episode notes

Presented collaboratively by Early Riders & Onramp Media…

Final Settlement is a weekly podcast covering capital markets, dealmaking, early-stage venture, bitcoin applications and protocol development.

00:00 - Government Shutdown and Economic Implications

03:03 - Impact of EBT and SNAP on Consumers

05:49 - Ledger IPO and Digital Asset Market Dynamics

08:33 - Ripple's Valuation and Market Positioning

11:52 - FOMO and the Rise of High-Risk Investments

14:42 - Innovations in Payment Systems and Merchant Adoption

37:24 - Coinbase's New Token Launch Platform

44:31 - The Evolution of Custody in Crypto

51:01 - Hedge Funds and the Crypto Conflation

56:25 - DeFi Exploits and the Complexity of Trust

01:01:21 - AI Investments and Public-Private Partnerships

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