AI is moving beyond the model and into the physical world. So, what could that mean for what comes next? Tony Kim and tech leaders share what they’re seeing across AI, space, physical #AI# and the race to scale infrastructure. See 5 perspectives from an episode of The Bid #podcast#. #TheBid# #AI# #ArtificialIntelligence# #Technology#

The space economy may sound futuristic, but much of it is already part of everyday life. On The Bid #podcast#, host Oscar Pulido speaks with Reid Menge, portfolio manager in BlackRock’s Fundamental Equities Group, about how falling launch costs, smaller satellites, #AI# and growing demand are changing the economics of space. What could come next? From new commercial applications to the possibility of AI infrastructure in orbit, they explore where the space economy could be headed and what investors should be watching. Listen:

TIL the @binance logo shows the corners of two overlapping squares (the black lines over yellow background) This is meant to represent the bid and ask sides of the market Making my way through @cz_binance's book ...

What can the summer of sports teach us about investing? On the latest episode of The Bid #podcast#, host Oscar Pulido speaks with Ronald Van Loon, Portfolio Manager in BlackRock’s Global Fixed Income Group, about what tennis, football and basketball can teach us about skill, probability and decision-making. From understanding small statistical edges to knowing when the biggest moments matter, they explore how lessons from elite sports can offer a different way to think about investing. Listen:

Matt Cole thinks the US 10 year goes north of 5.25% in the next 1 to 2 years. Last time it was up there was 2007. You already know what headline that writes. The reason it matters is arithmetic, not memory. The debt is far bigger against the economy than it was in 2007. So the government can't sit at rates that high for long. He thinks Bitcoin $BTC blinks for a second while that stress runs. Then the money shows up. Roughly $1 trillion of Treasury cash, maybe the Fed next to it, buying the long end and pulling yields back down. He expects Bessent and Warsh to coordinate it quietly. That part is his read, not anything announced. His parallel: Strategy $MSTR has been buying back a lot of $STRC, and the price moved because real money was behind the bid. Same mechanism on Treasuries. A 5.25 print gets you the 2007 headline. It doesn't get to stay there. @ColeMacro