May 22, 2026
Matt and Nic are back with another week of news and deals. In this episode:
- Are AI datacenters better or worse for the environment than Bitcoin miners?
- AI is not responsible for your power bills
- Why AI could actually drive down residential power prices
- Is AI less popular than crypto ever was?
- The negative societal effects of tech companies staying private for longer
- We analyze the SpaceX S1
- OpenAI solved one of the Erdos problems
- The US government is taking equity stakes in quantum computers
- Jane Street is still dealing with the Terra fallout
- Prime Trust is trying to claw back assets from Swan
- The SEC has questions about tokenized equities
Content mentioned in this episode:
- Nic on Substack, AI is not hiking your electricity bill - yet