{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"The Daily Canopy: The Grove","title":"Grantham Sells, Hayes Bearish — The AI Bubble Week","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/1298cdae\"></iframe>","width":"100%","height":180,"duration":2463,"description":"The Daily Canopy: The Grove\nWeek ending 2026-06-28 — Every featured conversation linked and timestamped below.\nClick a show name to go to the full episode, or jump directly to the clip.\n\nFeatured Conversations\n\n  \n    1:00\n    discovery pick ChinaTalk (Jordan Schneider)\n  \n  \n    Economic Security Megapod!\n    Guest: Lt. Col. Jahara Matasek\n    Core new framing: the mine-to-missile cycle as China's economic leverage; introduces the five-step value chain and the f\n    \"Surge capacity. That is the framework. Peacetime efficiency was the goal of the post-Cold-War economy. Make everything just-in-time. Push the price down. Leave nothing in inventory. Matasek's argument is that the same optimization is what makes the United States brittle in a real crisis. Iran closed\"\n    Full episode: https://pscrb.fm/rss/p/traffic.megaphone.fm/CHTAL6888536958.mp3\n  \n\n\n  \n    5:34\n    discovery pick Latent Space (swyx + Alessio Fanelli)\n  \n  \n    Why the Frontier Ecosystem Must Be Open — Matei Zaharia and Reynold Xin (Databricks)\n    Guest: Matei Zaharia and Reynold Xin (Databricks)\n    Reynold's core falsifiable claim — multi-party ecosystems at different speeds REQUIRE open protocols by design — paired \n    \"The argument is technical, which is exactly the point. They are not making the open-AI case for ideological reasons. They are saying that when many parties move at different speeds, the only coordination layer that has ever scaled at internet speed is an open protocol. Walmart and its suppliers. A c\"\n    Full episode: https://api.substack.com/feed/podcast/203293676/dd012c693ce8a0df476abdb30707f110\n  \n\n\n  \n    9:45\n    discovery pick MacroVoices (Erik Townsend)\n  \n  \n    #538 — Lyn Alden: Is The War Really Over and What's Next for Markets?\n    Guest: Lyn Alden\n    Identifies the critical gap in AI dominance — not chips but energy infrastructure — and articulates why China's power-ah\n    \"That is the chord. Energy is the bottleneck. China spent a decade building heat and power...","thumbnail_url":"https://img.transistorcdn.com/CnPvAAwCm0b36UjvQRbzv3SgzkJRLYAImyErLy5GOkc/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS82MjRm/YmE0NzQzYmEwMzg5/YzAwM2RiNjVjYTI4/NWQ0OS5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}