Sep 25, 2026
Matt and Nic are back with another week of news and deals. In this episode:
- How loud are America’s largest data centers?
- What’s wrong with XAI’s data center in Mississippi?
- The Trump admin is reportedly trying to promote dollar stablecoins
- Binance invests in Circle
- We pick up the pieces after Clarity
- Fairshake...
Sep 18, 2026
Matt and Nic are back for another week of news and deals. In this episode:
- How is SBF like Dario?
- The EAs are at it again
- Do we need new regulation to Pace the Frontier?
- Can Anthropic be regulated like a bank?
- Are baseball cards back?
- Clarity fails at the final hurdle
- Why did Clarity fail?
- Stablecoin yield is still...
Sep 11, 2026
Matt and Nic are back for more deals and news. In this episode:
- We bring back his the theme music
- Anthropic employees think there’s a 10% chance AI destroys humanity
- Was Jacob Coxon astroturfed or real?
- Are Anthropic employees being sincere or cynical?
- Blockstream’s Liquid sidechain is hacked
- What does the Liquid...
Sep 4, 2026
Matt and Nic are back for another week of news and deals. In this episode:
- We determine the winner of the bad boys theme song competition
- Dwarkesh ignites controversy with his OpenAI hack recap
- What actually happened with OpenAI and Huggingface?
- Gwern’s and Matt Huang’s short story competition
- Will AI make us...
Sep 2, 2026
Wyatt sits down with Guy Young, founder of Ethena, for Guy's third appearance on the pod. In this episode:
- What has driven Ethena's success and durability?
- Where is there demand for other yield assets?
- Where is capital coming from?
- Is full onchain portfolio construction possible today?
- Why tokenize financial products...