FSD: Anthropic Wants to ‘Slow it Down’
Lumida Wealth : Non-Consensus Invest Beyond the Ordinary · Sep 16, 2026 · 16:41
Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
Lumida Wealth : Non-Consensus Invest Beyond the Ordinary · Sep 16, 2026 · 16:41
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00:00 - Market Recap: $108 Oil, 5% Treasury Yields, and Fed Rate Expectations
03:20 - Policy Errors: Why the Fed Should Not Have Cut Rates Last Year
04:14 - Podcasting with Jordi Visser: Sentiment Shifts in the AI Market
05:13 - The Dario Amodei Safety Letter: Strategic Alignment & CapEx Realities
07:39 - Pre-IPO Talent Reticiencies & Managing for Free Cash Flow
09:37 - AI Breakthroughs vs. Hacks: Has Frontier AI Innovation Slowed Down?
11:08 - Engineering Hacks: Chain of Reasoning, Looping, and Evaluating Agents
13:12 - Scaling Laws, Compute Monetization, and the Geopolitical Race with China
15:00 - Midterm Elections, Preemptive Self-Regulation, and National Adoption
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Episodes: Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
