• Code Red: Is the AI Gold Rush Heading for a Crash?
    Oct 23 2025
    (0:00) Open(1:35) The Race is On(3:26) What’s a Bubble?(11:34) The Scale of These AI Investment Numbers(18:03) The Circle of Investing(26:04) How Might This End?(27:28) Final Thoughts(30:13) cj’s recommendation: The AI Daily Brief: 5 Reasons AI is A Bubble (And 5 It's Not)(31:04) Jeff’s Recommendation: The Big ShortThe race for Generative AI is driving trillion-dollar valuations and creating instant fortunes, but is this truly a digital gold rush, or a massive speculative bubble?This episode the guys dissect the terrifyingly familiar warning signs, from companies with thin revenue streams commanding astronomical prices to a $1.2 trillion debt load funding an infrastructure build-out that's outpacing necessary market adoption - or is it? They try to make sense of the complex web of circular investing—where massive deals between giants like Nvidia, OpenAI, and Oracle look less like market growth and more like internal capital round-tripping to inflate perceived scale.The technology is revolutionary, there’s no doubt. But are the valuations a silicon mirage, backed by insufficient revenue projections and a Shiller P/E ratio not seen since the dot-com crash?Tune in as we ask the trillion-dollar question: When the euphoria ends and concrete results are demanded, will the financial history books record a boom or a spectacular bust?Internal Oracle Data Show Financial Challenge of Renting Out Nvidia Chips — The InformationOpenAI, Nvidia Fuel $1 Trillion AI Market With Web of Circular DealsJPMorgan Says $1.2 Trillion Debt Tied to AI Tops Bank High Grade - Bloomberg$2 trillion in new revenue needed to fund AI’s scaling trend - Bain & Company’s 6th annual Global Technology ReportIs Silicon Valley repeating dot-com bubble mistakes with AI frenzy? - Los Angeles TimesIs AI fueling a stock market bubble? We debate it.Investment Outlook 2025🧠 How Nvidia and OpenAI Fuel the $5 Trillion AI Money MachineThe AI Economy Keeps Doing Deals With ItselfThe AI bubble and the US economy – Michael Roberts Blog🫧 Is AI a bubble? - by Azeem Azhar and Nathan Warren5 Reasons AI is A Bubble (And 5 It's Not)Send us a ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠voice message⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠!
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    34 mins
  • HEADLINES: Job Fails, Trade Wars, and The Terrible Internet Bills
    Oct 14 2025
    (0:00) Pre-Show(0:49) Open(2:28) Ada Lovelace Day(4:05) cj's week: Tigers, Tigers, Wings, & Tigers(13:42) Jeff's Week: Dodgers & Brewers; Pre-Season Lakers(15:39) Headline: Labor Market Shock as the Government Overshoot Jobs Count(18:07) Headline: Trump Surprised by China’s Rare Earths Restrictions(21:00) Headline: FCC Wants You to Know Less, Not More(22:51) Headline: Elon Musk's Boring Co. Slammed with Environmental Violations in Las Vegas(24:51) Headline: Beijing Strikes Back at Foreign Scrutiny of Huawei's Supply Chain(27:26) Armor All ProtectantThe economy just pulled a disappearing act, with the government admitting the US overstated job growth by nearly a million jobs. Whoops. We break down the fallout: why this 'oopsie' is now fueling the White House to fire the entire Bureau of Labor Statistics, and how they're using the weak data to try and force rate cuts. Get ready for data integrity to hit rock bottom.China’s trade war is back, and it's mad! They just pulled the ultimate choke-move by restricting “Rare Earths” - the minerals that make your iPhone and our F-35 jets work. President Trump, "extremely angry," is threatening a "massive" 100% tariff hike that could leave the average tariff on Chinese goods at an eye-watering 130%. Is this just posturing, or is the global supply chain about to implode? Let’s throw some darts and find out!But don’t worry, the FCC is trying to make your life harder by relaxing the rules on broadband "nutrition labels." Say goodbye to clear pricing; get ready for surprise fees on your next internet bill. Hooray!Shock and surprise: Elon Musk's Boring Company is facing nearly 800 environmental violations in Vegas, accused of spilling muck and dumping untreated water. Surely we are just as surprised as you are.Is everything just one giant, infuriating mistake? We’ll try to figure it out in this episode!Ada Lovelace DayAda Lovelace DayAda Lovelace - WikiwandLittle People, Big Dreams: Ada LovelaceSora's Rendering of cj's O’Hare Phone ReturnPictures from the Detroit Tigers Game 5 of ALDSBLS revision shows hiring was overstated by 911,000 jobs : NPR“Extremely angry” Trump threatens “massive” tariff on all Chinese exports - Ars TechnicaYour Broadband Bill Could Be Getting a Lot More Confusing | PCMagMusk's Boring Co. Accused of 800 Environmental Violations in Las Vegas | PCMagChina Blacklists Canadian Firm for Exposing Huawei's Use of Foreign Chips | PCMag303 Products Aerospace Protectant SpraySend us a ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠voice message⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠!
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    31 mins
  • Where Did CJ Go?
    Oct 7 2025


    Send us a ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠voice message⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠!


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    7 mins
  • The Assault on Reason: Our War on Science
    Oct 2 2025

    (0:00) Open

    (2:27) The Ignorance Machine: Silencing Science

    (3:50) Politicians: What Truth?

    (10:15) Religion: Forever War With Science

    (16:18) Industry: The War For Profit

    (20:07) Provocateurs: The Rogan Effect

    (25:53) cj’s recommendation: Summoning Salt - Super Mario Bros: The Human Limit

    (27:37) Jeff’s Recommendation: 2012’s Climate of Doubt & 2022’s The Power of Big Oil


    Science is under siege, and when evidence becomes optional, our world gets sick(er).

    In this episode, the guys confront the deliberate war on fact, from the political slashing of NIH budgets to corporate use of the "Disinformation Playbook" to protect and drive profits. From Galileo's persecution to modern-day fights over vaccines and climate change, they dive into the four groups that are systematically attacking scientific integrity the most.

    If you believe that evidence, not ideology, should guide our world, you’ll be doing quite a bit of head nodding this episode. If you believe in the ideology first and foremost, then we believe this is a must-listen!

    Afterall, our future depends on defending reason itself.


    Segment

    The current war on science, and who’s behind it - Ars Technica


    Antiscience - Wikiwand


    Scientific method - Wikiwand


    A Statement of Concern from the PAS on Protecting Freedom of Science and Preventing Distortion of Scientific Truth


    The Disinformation Playbook | Union of Concerned Scientists


    Confirmation bias - Wikiwand


    The truth about Galileo and his conflict with the Catholic Church | UCLA


    Close

    'Trump Dance' Gives Tigers Worst Collapse In Recent Baseball History | Crooks and Liars


    Super Mario Bros: The Human Limit


    PBS Frontline 2012 Climate of Doubt 4


    The Power of Big Oil Part One: Denial (full documentary) | FRONTLINE


    PBS cuts 15% of jobs in wake of federal funding cut : NPR


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    30 mins
  • HEADLINES: Hamburger Helper, Silicon Shields, & TikTok’s Septuagenarians
    Sep 30 2025

    (0:00) Pre-Show

    (1:22) Open

    (2:25) International Podcast Day

    (2:51) cj's week: Crafting Tables & IKEA

    (4:25) Jeff's Week: Power Washing & Tea

    (6:48) Headline: US to Taiwan: Move Your Chip Production or Face China Alone

    (11:48) Headline: How a Wrongful Death Suit Forced ChatGPT's Safety Overhaul

    (18:47) Headline: Trump's New Power Play: Turning TikTok Into a MAGA Machine

    (22:45) Headline: Wrong Way, Tesla: Urging Tired Drivers to Use 'Self-Driving' Is Reckless

    (26:06) Panasonic Mr. Whisk Wet/Dry Shaver


    Are we trading national security for a global supply chain? Should a chatbot be held responsible for a teenager's death? And why is a supposedly "self-driving" car now telling tired drivers to take the wheel?

    This week, we dive into the high-stakes, real-world consequences of technology and global politics.

    First, the U.S. has issued an ultimatum to Taiwan: move 50% of your critical chip production to American soil or risk losing the military protection of your "Silicon Shield" against a Chinese invasion. Don’t mind how that would work, or that we are most certainly bluffing.

    Next, after a wrongful death lawsuit alleged ChatGPT validated a teenage boy's "delusional thinking" leading to his suicide, the company is rolling out new features. Is a new "safety routing" system and parental controls enough, or is this a too-late response to a fundamental failure of AI responsibility?

    Then, we look at the political algorithm-wrangling around TikTok, where President Trump quipped he'd make the content "100% MAGA" if he could - jk omgwtfbbq!

    Finally, a new, deeply concerning twist in vehicle safety: is Tesla actively encouraging drowsy drivers to engage its highly-hyped, but still Beta and always Level 2 “Full Self-Driving” feature?

    Welcome back to this week’s Nonsense! (this is what happens when we take a week off…)


    Hamburger Helper Sales Are Soaring. Here’s How to Beef up Its Nutrition


    Industrial Production: Manufacturing: Nondurable Goods: Paperboard Container


    Tifanso Stainless Steel Tea Infuser


    Taiwan pressured to move 50% of chip production to US or lose protection - Ars Technica


    OpenAI rolls out safety routing system, parental controls on ChatGPT | TechCrunch


    Trump says TikTok should be tweaked to become “100% MAGA” - Ars Technica


    Tesla Is Urging Drowsy Drivers to Use ‘Full Self-Driving.’ That Could Go Very Wrong | WIRED


    Panasonic Mr. Whisk Wet/Dry Shaver



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    29 mins
  • Don’t Touch That Dial: A History of the Remote Control
    Sep 18 2025

    What started as a lazy person’s dream—changing the channel without getting up—actually began with torpedoes, Tesla’s radio-controlled boat, and a whole lot of weird engineering experiments.

    From Zenith’s cord-tripping “Lazy Bones” to the sun-triggered Flash-Matic, the ultrasonic “Clicker,” and the 92-button monstrosities of the 1980s, the TV remote has a history that feels more like science fiction than anything else. In this episode, the boys trace how a once-luxury gadget turned into the most lost object in your living room—and ask whether today’s “universal remotes” or voice commands have finally solved the chaos (spoiler: not really).


    Segment

    The history of the remote control: Why are they so awful?


    The surprising origins of the TV remote


    Remote Background - Zenith Electronics


    Remote control - Wikiwand


    Clicker - Wikiwand


    Close

    Excel speedrunning : r/oddlysatisfying


    https://github.com/Excelobstaclecourse/Excel-Obstacle-Course


    My Favorite Year Official Trailer #1 - Peter O'Toole Movie (1982) HD


    All Products - excelobstaclecourse


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    33 mins
  • HEADLINES: Discord Votes, Divided Tech, Less Shots & a Framework
    Sep 16 2025

    (0:00) Pre-Show

    (0:42) Open

    (1:25) cj's week: COVID is (not) gone!

    (6:00) Jeff's Week: Occam’s Razor

    (11:00) Headline: After Bloody Youth Uprising, Nepal's 73-Year-Old Chief Justice Steps In

    (15:39) Headline: California's AI Bill SB-53 Divides Tech

    (20:52) Headline: RFK Jr. Seeks to Restrict COVID Shots to 75 and Up

    (24:48) Headline: The US and China might finally have a TikTok deal

    (27:40) The ORB.


    Nepal’s Gen Z just rage-quit corruption, burned down half the government, and installed a former Chief Justice as Prime Minister. Forget “eat the rich”—this is more like “yeet the rich kids’ handbags.”

    Meanwhile, California is trying to regulate AI before Skynet goes beta. Will AMERICAS FAVORITE GOVERNOR sign the bill and push Silicon Valley’s favorite billionaires to cry into their kombucha about paperwork?


    Over in D.C., RFK Jr. is running public health like it’s a Facebook comment section—floating vaccine policies based on vibes, conspiracy theories, and that one uncle at Thanksgiving.


    And finally, America and China might have found a way to keep TikTok alive. Turns out, national security threats are negotiable… as long as you really need your daily dose of cat videos and dance challenges.


    Former chief justice sworn in as Nepal’s interim prime minister following deadly protests | CNN


    California lawmakers pass landmark bill that will test Gavin Newsom on AI - POLITICO


    California Lawmakers Pass AI Safety Bill, Pending Newsom's Approval | PCMag


    RFK Jr.’s CDC may limit COVID shots to 75 and up, claim they killed kids - Ars Technica


    US, China reach framework deal on TikTok; Trump and Xi to speak on Friday


    CA SB-53 Artificial intelligence models: large developers


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    30 mins
  • The Unheard Conversations that Won the Cold War
    Sep 11 2025

    (0:00) Open

    (1:12) A Complex, Underwater Game of Cat and Mouse

    (3:07) The Thing

    (11:54) Introducing: The Sea of Okhotsk

    (16:55) The SS-N-12 Cover Story

    (17:44) How Did This Even Work?

    (20:40) Ronald Pelton Blows The Lid

    (23:38) cj’s recommendation: Mark "The Bird" Fidrych

    (25:51) Jeff’s Recommendation: The Spy Who Came in from the Cold


    There’s no easy answer to how the Cold War was really won. Somewhere along the way we had unpowered microphones hidden in wooden eagles and Navy divers tapping phone lines 400ft under the sea.

    In this episode of Nonsense, we dig into the bizarre world of secret listening—like the Soviets gifting the U.S. a “harmless” carved Great Seal that turned out to be a Soviet bug, and America’s own Operation Ivy Bells, where US divers cosplayed as underwater phone operators for the USSR.

    It’s espionage at its weirdest, and it’ll make you think twice about every gift you’ve ever received.


    The Thing (listening device) - Wikiwand


    Man spends 50 years recreating The Thing spy bug


    The Mission Behind Operation Ivy Bells and How It Was Discovered | Military.com


    Operation Ivy Bells: How the US Stole Russian Secrets | SOFREP - https://archive.is/FCpAU


    Operation Ivy Bells - Wikiwand


    Ronald Pelton - Wikiwand


    MLB: The Bird (Mark Fidrych)


    Mark Fidrych - Wikiwand


    The Spy Who Came in From the Cold (1965) Trailer #1 | Movieclips Classic Trailers


    Send us a ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠voice message⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠!


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    28 mins