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Dumb Money Live
Dumb Money Live follows Dave Hanson, Chris Camillo, and Jordan McLain as they turn real-world behavioral and technology signals into public-market investment ideas.
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GPT-6 Astra Is Here. Are You Holding the Wrong AI Stocks?
Astra’s roughly 3x productivity on the same compute makes Jevin’s paradox tangible: lower AI costs could drive far greater usage, not weaker infrastructure demand.Its tenacious A-to-Z autonomy still takes shortcuts, leaving human engineers essential and preserving incentives to scale compute, memory, and energy.Amazon, Unity’s $18B entry, and trillion-dollar IPO filings frame catalysts; AI-driven margin gains in earnings calls are the efficiency signal to monitor.