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Nathaniel Whittemore Podcasts

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A daily news analysis show on all things artificial intelligence. NLW looks at AI from multiple angles, from the explosion of creativity brought on by new tools like Midjourney and ChatGPT to the potential disruptions to work and industries as we know them to the great philosophical, ethical and practical questions of advanced general intelligence, alignment and x-risk.
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The Breakdown

Blockworks

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A daily analysis of macroeconomics, bitcoin, geopolitics and big picture power shifts, hosted by Nathaniel Whittemore @nlw. The Breakdown is part of Blockworks. Subscribe to The Breakdown newsletter: https://the-breakdown.carrd.co/
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The AI lab rivalry is heating up as rumors swirl about Gemini 3 and Anthropic 4.5. Anthropic faces reputational struggles after coding model stumbles and political headwinds, while OpenAI’s GPT-5 Codex is winning back developers. Meanwhile, Google has strong momentum, Microsoft is charting a distributed strategy, and Amazon is re-emerging through A…
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Tether is reportedly courting outside investors for the first time—at a staggering $500 billion valuation. In today’s Breakdown, NLW digs into Bloomberg’s report on Tether’s $15–20 billion fundraise, why Cantor Fitzgerald is leading the deal, and what this unprecedented move could mean for crypto, stablecoins, and global finance. Plus, updates on C…
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Google Cloud’s new Dora research report offers the most in-depth look yet at how developers are using AI—surveying nearly 5,000 professionals worldwide. The findings highlight soaring adoption (now at 90%), major gains in productivity and code quality, and a striking paradox where trust in AI still lags behind usage. Perhaps the biggest insight: AI…
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Bitcoin’s September rally finally stumbled, with a 3.5% drop triggering $1.7B in long liquidations—the biggest of the year. While traders were caught offside, on-chain data shows holders aren’t selling, ETF flows remain mixed, and big treasury buys continue. NLW breaks down why this reset matters, how leverage is shaping the market, and what it mea…
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Nvidia and OpenAI's new $100B deal is one of the more massive moves of the new AI infrastructure era, securing massive compute capacity with billions of GPUs. The deal has sparked debate: some see it as the foundation of a new global economy built on real demand, while others warn of bubble-like circular funding. At stake is whether this signals un…
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On today’s Breakdown, NLW looks at the latest twists in the crypto market structure bill. A group of 12 Senate Democrats is pushing for true bipartisan authorship, raising the stakes as time runs short to move the legislation forward this year. We examine what their demands could mean for stablecoins, DeFi, and the overall momentum of U.S. crypto r…
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The debate over AI wearables is heating up, with OpenAI exploring new device concepts (and poaching Apple leaders to do so), Meta doubling down on smart glasses, and others exploring other form factors. The discussion centers on whether the future belongs to ambient AI devices or whether a more proactive AI makes more sense. Brought to you by: Is y…
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Is AI in a bubble, or just experiencing one of history’s biggest booms? This episode breaks down Azeem Azhar’s 5-guage framework for evaluating whether AI is bubble territory—or still solidly in growth mode. From trillions in CapEx spending and surging enterprise demand to valuation heat and funding quality, we examine the five gauges that separate…
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In this week’s Friday Five, NLW digs into why Bitcoin’s September performance is surprising markets, what the Fed’s anticlimactic rate cut means for the economy, and how new SEC approvals are reshaping the ETF landscape. He also breaks down Google and Coinbase’s new agent payment protocol for stablecoins, explores fresh token news from Base and Met…
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The latest KPMG AI Pulse survey offers a real-time report card on enterprise AI adoption, showing how fast large organizations are moving from exploration to deployment. The data highlights three major themes: agent deployments quadrupling in under a year, workforce resistance giving way to normalization, and leaders rethinking ROI beyond tradition…
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The Federal Reserve delivered its first rate cut since last November, reducing the target range to 4–4.25% as weakening labor data outweighed inflation concerns. Chair Powell framed the move as a “risk management cut” and an adjustment toward neutral, while politics loomed large with Trump-aligned voices pushing for deeper cuts. Markets and analyst…
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AI just scored a historic win in the International Collegiate Programming Contest, with OpenAI’s GPT-5 and Google’s DeepMind outperforming nearly every human team. The discussion focuses on whether this marks a real inflection point for AI, shifting from competition success to the frontier of scientific discovery. Key themes include public percepti…
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Today on The Breakdown, NLW explores Google’s announcement of AP2, a new open-source payments standard that lets AI agents transact securely. Built with Coinbase and more than 60 partners, AP2 integrates with agent standards like MCP and A2A to enable shopping agents, verifiable purchase mandates, and potential blockchain rails. Is this the first r…
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This episode of AI Daily Brief dives into two important reports on how people are really using AI tools like ChatGPT and Claude. OpenAI’s massive study with Harvard and NBER reveals consumer patterns across 1.5 million conversations, while Anthropic’s Economic Index tracks broader economic and automation trends. We break down key insights on global…
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On today’s Breakdown, NLW unpacks the Senate’s confirmation of Trump adviser Stephen Moran to the Fed and the fierce debate over central bank independence ahead of Wednesday’s FOMC meeting. He then dives into Coinbase’s exploration of a native token for its Base network, what it could mean for decentralization, shareholder dynamics, and tokenizatio…
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Today on the AI Daily Brief, OpenAI launches GPT 5 Codex, a model designed for real-world software engineering with dynamic reasoning, long-task persistence, and powerful code review capabilities. We break down why this release cements 2025 as the year of agentic coding and what it signals for the future of autonomous dev agents. In the headlines: …
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Gemini and Figure Markets both raised significant cash in their IPOs last week, but their subdued trading debuts highlighted a cooler speculative environment compared to Circle’s explosive June listing. NLW unpacks what these IPOs signal about crypto market appetite, Bitcoin’s September sluggishness ahead of the Fed’s rate decision, and why gold an…
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What will it actually take to get to AGI? Today we unpack the “jagged frontier” of AI capabilities — systems that can dazzle at PhD-level reasoning one moment but stumble on high school math the next. We look at Demis Hassabis’ timeline and critique of current models, the debate over whether today’s AI really operates at PhD level, and why continua…
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A new AI-first podcast studio is churning out 3,000 episodes a week at a cost of just $1 per show. Is this the future of content creation in the agentic era—or the end of podcasting as we know it? Nathaniel Whittemore breaks down the economics, the backlash, and why the real challenge might be discovery, not competition. Brought to you by: KPMG – D…
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This week’s Friday Five dives into the accelerating cryptoization of finance. SEC Chair Paul Atkins signaled a new era of pro-innovation policy, extending beyond crypto to AI and agentic trading. Senate Democrats introduced their own market structure framework, opening the door to bipartisan progress. Meanwhile, NASDAQ seeks approval for tokenized …
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Not all AI office tools live up to the hype. Today we dig into new surveys, enterprise spending data, and an a16z analysis to uncover which AI tools actually perform in real-world workflows. From slides and spreadsheets to email, research, and meeting notes—we break down the tools worth your time right now. Brought to you by: KPMG – Discover how AI…
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SEC Chair Paul Atkins says the Gensler era of regulation by enforcement is over, as the agency launches Project Crypto to bring clarity and push capital markets on chain. From tokenization and super apps to a wave of new partnerships and IPOs, crypto’s next phase looks set to be fundamentally American. Enjoying this content? SUBSCRIBE to the Podcas…
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Wall Street just delivered one of the strongest signals yet that the AI boom is real and accelerating. Oracle revealed a record-breaking $300B cloud deal with OpenAI, sending its stock soaring and reshaping the narrative around AI infrastructure. In today’s episode, we break down why this moment marks the end of the AI skepticism cycle, explore how…
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Senate Democrats have introduced their own framework for crypto market structure, setting up negotiations with Republicans and potentially clearing the way for bipartisan legislation. The proposal gives the CFTC new powers, pushes for exchange registration under the Bank Secrecy Act, flags DeFi for potential oversight, and seeks to ban stablecoin i…
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Even the biggest companies are learning that no single AI model can do it all. Microsoft, for example, is now bringing Anthropic’s Claude into Office 365 because it outperforms OpenAI in key areas like Excel and PowerPoint. This shift highlights a bigger truth: the future of AI is about using different models for different jobs—not looking for one …
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