Not Investment Advice 240: Humanoids at Home, Bitcoin's Silent IPO, Naming is Distribution & ZIRP Fake History
Nov 4, 2025
The hosts dive into the intriguing world of humanoid robots and the potential privacy risks they pose at home. They explore Bitcoin's 'silent IPO', examining market trends and the effects of naming on distribution in the crypto space. A discussion on AI's influence versus zero-rate policies offers insights into job market dynamics. They also analyze the UK’s declining income and the implications of tax structures on wealth and talent. Expect a blend of tech fascination, financial wisdom, and witty banter!
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Home Humanoids Raise Privacy Risks
- The Neo humanoid went viral but is largely tele-operated, exposing privacy and trust concerns with robots in homes.
- Physical agency plus remote operation magnifies risks beyond typical smart devices.
Use Strong Auth For AI Privacy
- Assume any data you give to AI platforms can be accessed and protect accounts with stronger authentication like a YubiKey.
- Limit sensitive inputs to tools unless you control or audit their software and storage policies.
Wealth Is Concentrated In Few Companies
- A tiny fraction of companies created nearly all US stock-market wealth since 1926, showing extreme concentration.
- Market returns are driven by power-law winners, not the majority of listed firms.
