Bits + Bips

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Exploring how crypto and macro collide one basis point at a time. Hosted by Ram Ahluwalia, Austin Campbell and Chris Perkins. Livestream: Every Monday at 4:30 pm ET.

Epizode

  1. PRED 1 DNEVOM

    Where AI Value Actually Goes (Hint: Not Model Companies)

    Jeff Bezos is raising $100 billion for Project Prometheus to acquire manufacturing companies and transform them with AI. Mark Zuckerberg is building a personal AI CEO agent to bypass management layers at Meta. The question: where does AI value actually accrue? Ram Ahluwalia argues the consumer wins. Venture capital is subsidizing the real economy through tools like Claude that lose money but deliver massive productivity gains. Chris Perkins says people are resilient and will adapt the way influencers emerged from the internet era. The conversation takes a darker turn when Ram warns that declining birth rates combined with cheap robots lower the cost of conflict. When soldiers cost $8,000 at scale, the calculus for war changes entirely. This clip is from a longer conversation on Iran, the Fed, and AI. Full episode here: https://www.youtube.com/live/8Pr-oa4N0Bo?si=rfIKIOHRIjYQSWIh Follow @bitsandbips

    11 min

  2. PRED 1 DNEVOM

    Why Elon’s $25B Chip Fab TeraFab Is 'Not Real' and AI Layoffs Are an Excuse

    Elon Musk announced TeraFab, a $25 billion joint chip fabrication venture between Tesla, SpaceX, and xAI targeting two-nanometer process technology. Ram Ahluwalia calls the entire thing b******t. TSM has invested hundreds of billions to build chip fabs. Tesla generates $3-6 billion in free cash flow. The math doesn’t work without massive dilution. Jensen Huang himself has said data centers in space don’t make sense. Meanwhile Chris Perkins argues that AI layoffs across crypto and tech are a “beautiful excuse” for companies that need to restructure. Ram counters that net engineers are actually being hired, and the companies cutting the most are spending the most on Nvidia GPUs. This clip is from a longer conversation on Iran, the Fed, and AI. Full episode here: https://www.youtube.com/live/8Pr-oa4N0Bo?si=WWmYw2LcxkOS9DAV Follow @bitsandbips

    7 min

  3. PRED 3 DNEVI

    Who Wins the AI Payments War?

    Coinbase x402 has processed $34M. Tempo just launched its mainnet. Steven and Laurens discuss how the agentic commerce war is shaping up, why stablecoins are the infrastructure layer underneath it, how to tell real adoption from inflated metrics, and what happens when AI agents start getting scammed.

    7 min

  4. 18. MAR.

    Why Hedge Funds Are Deleveraging and Stocks Are Still Overvalued

    Ram calls industrials a bubble that's already popped — Caterpillar at 35x PE, hedge funds still deleveraging, and no real capitulation yet. Austin and Chris push back.

    10 min

  5. 16. MAR.

    The IRGC Is Weakened, but the Iranian People Still Won't Revolt, Says Major-General

    General Spider Marks has a brother-in-law who's Iranian — and what he says about why 93 million Persians won't rise up should reframe how investors are reading this war.

    6 min

  6. 14. MAR.

    A U.S. General Explains Why the Iran Strait of Hormuz Threat Is a Bluff

    A retired U.S. Major General just explained why Iran's navy is at the bottom of the Gulf — and why the Strait of Hormuz was never actually at risk.

    8 min
  7. Bits + Bips Trailer

    22. FEB.

    Bits + Bips Trailer

    Does it sound like a fit? Don't forget to subscribe! We livestream every Monday at 4:30 pm ET on X, YouTube and Twitch.

    1 min

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Več informacij

Exploring how crypto and macro collide one basis point at a time. Hosted by Ram Ahluwalia, Austin Campbell and Chris Perkins. Livestream: Every Monday at 4:30 pm ET.

Informacije

  • Ustvarjalec
    Unchained
  • Leta delovanja
    2025 - 2026
  • Epizode
    7
  • Ocena
    Nazorno
  • Spetna stran oddaje
    Bits + Bips

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