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19 September
Statistician and Chief Scientist at Posit (RStudio). Author of the ggplot2, dplyr and tidyverse R packages and of books on R programming and data science.
17 September
Director of institutional asset management at Ritholtz Wealth Management. Writes the A Wealth of Common Sense blog and co-hosts the Animal Spirits podcast with Michael Batnick.
Managing partner at Ritholtz Wealth Management. Writes the blog The Irrelevant Investor and co-hosts the Animal Spirits podcast with Ben Carlson.
14 September
Director of institutional asset management at Ritholtz Wealth Management. Writes the A Wealth of Common Sense blog and co-hosts the Animal Spirits podcast with Michael Batnick.
Talk Your Book: Why Aren’t There More IPOs? On today's Animal Spirits Talk Your Book we speak to Christian Munafo from VanEck about AI IPOs, the trouble facing unicorn late stage growth companies, the liquidity problem for private market investors, secondary tran…
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11 September
Creator of the Keras deep-learning library and the ARC-AGI benchmark.
A very common sentiment I'm hearing among math students: "I don't want to become a mathematician anymore." I've seen this before, I think the generation of digital artists who came of age around 2022 will be the last. AI might not functionally replace mathematicians or artists, but it might well cause their near-extinction anyway, by crushing the spirits of the younger generations. Related
Director of institutional asset management at Ritholtz Wealth Management. Writes the A Wealth of Common Sense blog and co-hosts the Animal Spirits podcast with Michael Batnick.
9 September
Director of institutional asset management at Ritholtz Wealth Management. Writes the A Wealth of Common Sense blog and co-hosts the Animal Spirits podcast with Michael Batnick.
x.com Animal Spirits: Everywhere Millionaires The bull market in wealth The next financial crisis A buying opportunity in bonds? AI is crowding out bonds & construction spending The American Dream is still alive Is college still worth the cost? America Related
Blog Animal Spirits: Everywhere Millionaires On today's show we discuss how bull market gains have changed the markets, AI is crowding everything else out, when the next financial crisis will hit, Ray Dalio keeps scaring investors, the earnings boom, a buying oppo…
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2 September
Director of institutional asset management at Ritholtz Wealth Management. Writes the A Wealth of Common Sense blog and co-hosts the Animal Spirits podcast with Michael Batnick.
Animal Spirits: The Next Michael Burry The AI story that's never going away Everyone wants to call the AI crash The S&P 493 bull case Why hasn't AI destroyed jobs yet? Do dividends still matter? Will Gen Z buy a house? Youth travel sports & more Related
Managing partner at Ritholtz Wealth Management. Writes the blog The Irrelevant Investor and co-hosts the Animal Spirits podcast with Ben Carlson.
Animal Spirits: The Next Michael Burry Sponsored by Shelton Capital Management Every Retirement Is Different. So Is Our Approach. Two actively managed ETF solutions designed to work together to pursue income, growth, and greater confidence in retirement. Exp…
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26 August
Managing partner at Ritholtz Wealth Management. Writes the blog The Irrelevant Investor and co-hosts the Animal Spirits podcast with Ben Carlson.
19 August
Managing partner at Ritholtz Wealth Management. Writes the blog The Irrelevant Investor and co-hosts the Animal Spirits podcast with Ben Carlson.
13 March
Founder and chief analyst of SemiAnalysis; reports on semiconductor supply chains, AI datacentre economics and what the chip export controls actually do.
Anthropic Google
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Because Enthropic saw it before Google. And then Google had Nano Banano and Gemini 3 which caused their user metrics to skyrocket and leadership at Google was like oh and then they started making the statement of we have to double compute every is it 6 months or I don't remember the exact number that they said.
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youtube.com
20 December 2025
Professor at Wharton studying how people actually use AI, and author of Co-Intelligence. Writes One Useful Thing, where the claims are dated and testable because the thing they describe keeps changing under them.
19 December 2025
Founding member of OpenAI and former director of AI at Tesla; creator of nanoGPT and the term "vibe coding".
Their words
Nano banana is one of the most incredible, paradigm-shifting models of 2025.
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karpathy.bearblog.dev
15 September 2025
Semiconductor analyst; writes Fabricated Knowledge on the chip industry and the companies in it.
31 August 2025
Founder of OpenStreetMap, the collaborative map of the world; later worked on mapping at Microsoft and Telenav.
nano banana thinks making something transparent means putting a white and grey checkerboard all around the image, which is heartwarming Related
28 August 2025
Professor at Wharton studying how people actually use AI, and author of Co-Intelligence. Writes One Useful Thing, where the claims are dated and testable because the thing they describe keeps changing under them.
8 July 2025
Writer and developer. He runs the Latent Space newsletter and podcast about AI engineering, and writes essays on software and careers at swyx.io.
20 November 2024
Writes The Convivial Society, on technology and the moral life — what our tools do to attention, memory and how we treat each other.
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