Gas Is Back Above $4 — And Could Keep Rising
Summary
Host Ed Elson discusses escalating Middle East tensions with Matt Smith, noting how Houthi blockades are driving oil prices up and threatening supply routes. Later, Charlie O’Neill analyzes the impact of China’s Kimi K3 AI model, explaining how open-source alternatives are challenging closed-source giants like OpenAI by offering comparable performance at lower costs.
Topics discussed
Sponsors and show introduction
Market vitals and Middle East tensions
Interview: Oil supply risks and Iran's blockade
Interview: Oil price forecasts and market dynamics
Sponsors and commercial breaks
China's Kimi K3 AI model release
Interview: Open source vs closed source AI models
Interview: Value proposition of open source AI
Interview: Chinese AI efficiency and margins
Interview: Future of AI ecosystem and profitability
Outro and upcoming live stream details
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