Want to create an interactive transcript for this episode?
Podcast: The ACID Capitalist Podcast
Episode: Acid Breath: The Bank of the Sopranos & Unlocking Gresham's Law
Description: Send us Fan MailARM Ascends, Oil Drifts, Queens EnduresI open on macro static and shutdown fog, a strange steadiness where the market beat goes on. The Beige Book whispers fractures, three Fed districts up, five flat, four softening, a recalibration more than a roar. The feature turns to ARM, where the data center bottleneck is power, not code. ARM sells the blueprint, cutting CPU energy use perhaps by half, and the live question is simple: can it win 50 percent of data center CPUs. Then energy’s riddle: oil sits near...