All Episodes
Displaying 1 - 9 of 9 in total
Ep 9: Cutting Rates with Robots: Capital Flows and the Deflationary Power of Physical AI
What if the fastest way to cut interest rates for the whole world is to teach machines to mine?Daniel Dangoor (Investments and Treasury) and Nick Shelton return for Ep...
Ep 8: The Compute Space Race: Geopolitics, US Hegemony, and the Physical AI Gold Rush
How does a baby learn faster than an LLM? Not by reading more text, but by touching the world.That analogy from Daniel Dangoor (Investments and Treasury) anchors this ...
Episode 7: Harnessing the Winds of Physical AI: The Change Management Blueprint for a Human-Centric Future
While the vision of Physical AI is incredibly optimistic, the actual implementation is going to be messy. As AI native companies see productivity skyrocket, they are a...
Ep 6: The Diamond Workforce: Hacking the Future of Jobs and AI Agents
Are we all going to lose our jobs to AI? As the AI revolution accelerates from digital clouds to physical industries, anxiety around the future of work has never been ...
Ep 5: Defending the Supply Chain: Copper, Nickel, and the New Edge
You cannot build the nervous system of the future without a copper backbone. While rare earth metals get the headlines, the massive scale of the Physical AI revolution...
Ep 4: Securing the Supply Chain: Physical AI, Rare Earths, and the EV Revolution
Despite their name, rare earth metals are actually quite abundant. The real scarcity—and the real investment risk—lies in our ability to process them. Because the geol...
Ep 3: Can Physical AI save mining?
From smartphones to EV motors and defense systems, our modern economy runs on hard commodities. Yet, the mining sector has historically lagged behind industries like o...
Ep 1: Pilot: Astro Boy, The Mongols And Accelerating The Fourth Industrial Revolution
Welcome to the inaugural episode of Leadership for the Physical AI Age, presented by Tryfecta Capital. To kick off the series, host Titto Thomas is joined by co-founde...
Ep 2: The IoT Autopsy: Why 10 Years of Sensors Didn't Change the World
Ep 2: The IoT Autopsy: Why 10 Years of Sensors Didn't Change the WorldFor the last decade, the Internet of Things (IoT) promised to revolutionize heavy industry. Inste...
