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Are Markets Ready to Price in Geopolitics?

Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it's us, Joe Weisenthal and Tracy Alloway, bringing you our thoughts on the most recent developme...

3dBloombergeconomicsImpact

A Google VP explains why ads make sense in AI search but not Gemini — yet

Google VP of global ads, Dan Taylor, said the company is focused on bringing ads to AI Overviews and AI Mode. Google Ads aren't coming to the Gemini AI app anytime soon, according to Google's VP of gl...

Jan 14Business InsiderTechnologyImpact

China will clinch the AI race

Energy abundance, open-source models and manufacturing strengths will push Beijing into first place...

5dFinancial TimesTechnologyImpact

Fmr. US House Speaker Paul Ryan on Populism, Tariff Uncertainty

Teneo Vice Chairman & Former Speaker of the House Paul Ryan speaks about the kind of populism seen in President Donald Trump's administration, his hopes the US Supreme Court will rule against some of ...

3dBloombergPoliticsImpact

'Big Short' investor Michael Burry sounds alarm on AI bubble that's 'too big to save'

Michael Burry Jim Spellman/WireImage Michael Burry says AI is a bubble so big that it will tank the market and economy when it pops. The "Big Short" investor said the government will try to he...

2dBusiness InsidereconomicsImpact

Will AI replace human jobs and make universal basic income necessary? Here's what AI leaders have said about UBI.

Universal basic income provides recurring cash payments, no strings attached. Wong Yu Liang AI advances could widen wealth gaps, which has prompted calls for a universal basic income . UBI offers recu...

5dBusiness InsiderTechnology

A16z raise $15B! Jerome Powell vs Trump! Crypto remains flat! Special Guest: Dudas!

Crypto majors are mostly flat headed into Monday open; btc even at $90,600; eth +1% at $3,110, sol +2% at $140; xrp -2% to $2.04. Ip (+20%) and xmr (+15%) led top movers; xmr hit a new ath at $590. Fe...

Jan 12Decryptcryptocurrency

Dollar and US stocks fall as Trump says ‘no going back’ on Greenland bid

European leaders criticise stance on Arctic island, with Macron taking aim at US president’s ‘useless aggressivity’...

3dFinancial TimesPoliticsImpact

AI at Davos 2026: From work to useful and safe AI. Here’s what the tech leaders have said

The CEOs of Microsoft, Anthropic, and Google DeepMind have set out their visions and fears for AI at Davos....

3dEuronewsTechnology

Xreal sues Viture over AR glasses patent

Xreal is filing against competitor Viture, which also makes AR glasses. You know a gadget category is starting to go mainstream when patent lawsuits start cropping up. Today, Xreal filed a lawsuit in ...

Jan 15The VergeTechnologyImpact

China’s Xi pushes ‘holistic’ execution by local cadres for 5-year plan, warns of disparity

President Xi Jinping has ordered a thorough implementation of central government strategies and policies at local levels, as the world’s second-largest economy rallies efforts to achieve a strong star...

3dSouth China Morning PostPoliticsImpact

Grindr's internal product road map shows it wants to sell you more products — $120 million-worth

An internal product strategy document outlined Grindr's plans to expand its direct-to-consumer businesses. Spencer Platt/Getty Images Grindr aims to establish four successful direct-to-consumer busine...

Jan 14Business InsiderTechnologyImpact

OpenAI is making more than $1 billion a month from something that has nothing to do with ChatGPT

Sam Altman says OpenAI's API business pulled in more than $1 billion in annual recurring revenue in the past month. Kyle Grillot/Bloomberg—Getty Images/Reuters OpenAI has made more than $1 billi...

1dBusiness InsiderTechnologyImpact

AI Utopianism Masks Tech Billionaires’ Fear: Douglas Rushkoff

Economists and technologists say AI hype obscures displacement, infrastructure costs, and uneven gains....

6dDecryptTechnologyImpact

Delta is buying Boeing 787s for the first time. Here's why United and American may feel the pressure.

Delta's 787 order reinforces its push for premium long-haul revenue. Delta Air Lines Delta is the last of the legacy carriers to order the popular Boeing 787 Dreamliner. The 787-10 variant offers impr...

Jan 13Business InsidereconomicsImpact

It's shaping up to be the 'prove it' year for workers in Silicon Valley

Across tech, pressure on workers to perform comes as leaders wait for AI bets to pay off. Getty Images; Alyssa Powell/BI Big Tech firms like Amazon and Meta are doubling down on worker oversight and p...

Jan 15Business InsiderTechnologyImpact

Jeremy Grantham Says AI Is Indeed a Classic Market Bubble

For more than four decades, Jeremy Grantham has been one of the most contrarian voices in global investing. The co-founder of Boston-based asset manager GMO, he built his reputation warning about bubb...

5dBloombergeconomicsImpact

Wall Streeters reveal their favorite AI tools and what they use them for

ANGELA WEISS / AFP via Getty Images Wall Street professionals say AI chatbots are not ready to replace core finance work. Finance leaders use AI for tasks such as summarizing books and presentations a...

2dBusiness InsiderTechnologyImpact

Germany's farms are failing despite high food prices

As Berlin's Green Week, the largest international agriculture fair, kicks off, German farmers raise the alarm over price pressure from retailers and international trade agreements like the impending E...

Jan 16Deutsche WellePolitics

Chipotle's new PAC signals a change in how the company engages in politics

Chipotle quietly filed FEC paperwork to form a political action committee. Illustration by Igor Golovniov/SOPA Images/LightRocket via Getty Images Chipotle has filed to form a PAC, allowing the compan...

2dBusiness InsiderPoliticsImpact
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