Supply chain attacks are getting more sophisticated. Plus espionage at OpenAI, 1000x leverage on Papertrade, and the death of moats.
Timestamps
00:00 Intro
00:37 TOKEN2049: zero Lambos + nightclub index
09:18 Ledger supply chain hack
21:46 OpenAI employee with a listening device
24:58 Choke points built for a high-trust society
29:03 Papertrade: 1000x leverage + tokens by losing
37:42 Are technical moats dead?
45:35 Which moats AI actually killed
51:37 The incumbents have AI too
54:56 Why AI can't write an investment memo
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