The BOOM ROOM by Arcanum Ventures

The US Blockaded Iran, Threatened the Fed, and Stocks Hit an All-Time High | BOOM ROOM Roundup

53 min · 17 de abr de 2026
Portada del episodio The US Blockaded Iran, Threatened the Fed, and Stocks Hit an All-Time High | BOOM ROOM Roundup

Descripción

While the geopolitical floor burns, the AI ceiling is reaching the stratosphere.In Episode 14, Sasha and Melo break down the fallout of the collapsed peace talks that sent oil surging 8.5% to $104.82.Plus, we cover the dark side of the boom: the federal lawsuit against xAI for methane pollution in Memphis, and the escalating violence as Sam Altman’s home becomes a target for "AI Doomers."This week: Trump threatened to fire Fed Chair Jerome Powell live on Fox Business. The DOJ showed up at Federal Reserve headquarters and was turned away. Oil is back at $104 after the Islamabad peace talks collapsed and Trump announced a US Navy blockade of Iranian port traffic. Ken Griffin says 6-12 months of a closed Strait of Hormuz puts the world in a recession. The S&P 500 recovered all its Iran war losses anyway.In AI: a 20-year-old man traveled from Texas to San Francisco and threw a Molotov cocktail at Sam Altman's house before trying to burn down OpenAI headquarters — motivated by a manifesto about AI and "our impending extinction." Meta shipped Muse Spark, its first closed-source model, reversing two years of open-source strategy. OpenAI released a 13-page policy paper proposing robot taxes and a four-day workweek. Google DeepMind hired its first full-time Philosopher. An AI named Luna signed a three-year retail lease in San Francisco, hired two human employees, and updated the employee handbook when she caught one on their phone. Allbirds abandoned footwear entirely and rebranded as Newbird AI — the stock surged up to 700%.In space: Artemis II completed successfully — four astronauts became the first humans to orbit the Moon in 54 years. China's iSpace responded four days later with a $970 million funding round to build a Falcon 9 competitor. The NAACP filed a federal lawsuit against Elon Musk's xAI for operating 27 unpermitted gas turbines next to its Memphis data center, pumping cancer-causing pollution into Black neighborhoods. NVIDIA hosted Quantum Day. Bitcoin's first quantum-resistant wallet prototype dropped.Hosted by Carmelo Giuliano and Sasha Asheghi.Timestamps:00:00 – Intro01:36 – US Navy Blockade & the $104 Oil Surge05:54 – Trump’s May 15 Deadline for Jerome Powell08:40 – Artemis II Aftermath11:45 – NAACP sues Elon Musk's xAI16:19 – NVIDIA Quantum Day: The Hybrid GPU-Quantum Thesis22:26 – Meta’s "Avocado" Reveal25:33 – Shoe Brand Allbirds Ditches Sneakers for GPUs29:19 – The Attack on Sam Altman’s Home & HQ33:10 – Google DeepMind just hired a full-time Philosopher35:50 – Luna the AI Boss: The First AI-Managed Retail Store in SF39:25 – The WLFI 62B Token Unlock Controversy43:28 – The CLARITY Act is two weeks from dying46:49 – Biggest Fundraise of the Week52:43 – Outro--------------------------------------------------------------------------------------------------------------------------------------------------------------📍Useful Links for Arcanum Ventures:👉 Arcanum Ventures X: x.com/ArcanumVentures👉 Arcanum Ventures LinkedIn: https://www.linkedin.com/company/arcanum-ventures/👉 Arcanum Venture Website: https://www.arcanum.ventures/👉 Arcanum Telegram Community: https://t.me/Arcanumventures👉 Work With Us: https://www.arcanum.ventures/workwithusform/👉 Arcanum Media Center: https://www.arcanum.ventures/media-center/--------------------------------------------------------------------------------------------------------------------------------------------------------------📍Disclaimer:Arcanum Ventures is not currently invested in or advising with any of the mentioned companies. The context of this content is merely meant to provide discussion and insight to viewers interested in the #startups, #tech, #AI, and #web3 industries.This video was created to serve as an educational aid, and nothing in the video constitutes any financial advice. Do your own research and #invest wisely!

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51 episodios

episode Kevin Warsh Called For Regime Change at the Fed. Now He Runs It. | BOOM ROOM Weekly Roundup artwork

Kevin Warsh Called For Regime Change at the Fed. Now He Runs It. | BOOM ROOM Weekly Roundup

In Episode 20 of the Weekly Recap, Sasha and Melo break down a hyper-volatile week across macro finance, geopolitics, and frontier technology.We kick off with a historic changing of the guard as Kevin Warsh is officially sworn in as Fed Chair by Supreme Court Justice Clarence Thomas in the White House East Room—the first time this has happened since Alan Greenspan in 1987.Meanwhile, hardware and AI capabilities are shattering historical limits. SpaceX's Starship V3 Flight 12 successfully navigated a mid-climb vacuum Raptor engine failure via real-time autonomous flight computer compensation, splashing down cleanly in the Indian Ocean.In the digital realm, OpenAI researchers bypassed pattern-matching entirely to crack an 80-year-old Erdős combinatorics math problem that had resisted human solution for nearly a century.#ai #digitalassets #tech #technews #technology #investing #vcinsights #techpodcast #artficialintelligence #deeptech Timestamps:00:00 – Intro01:19 – US-Iran: Fighting While Negotiationg Peace05:43 – Kevin Warsh Sworn In as Fed Chair at White House10:00 – Starship V3 Mid-Flight Engine Loss14:08 – NASA Awards Moon Base Lander Contract to Blue Origin17:48 – Opening of Major Annual Robotics Conference21:25 – Researchers Remove AI Guardrails27:12 – White House Postpones AI Safety Order Last-Minute31:22 – EU Prepares Nine-Figure AI Fine For Google36:25 – OpenAI Solves 80-Year-Old Math Problem40:03 – Pope Releases AI Theological Document45:21 – UK Issues Historic Full Sanctions Against HTX50:03 – SEC Delays Tokenized Stock Exemption56:18 – Biggest Fundraises of the Week59:38 – Outro--------------------------------------------------------------------------------------------------------------------------------------------------------------📍Useful Links for Arcanum Ventures:👉 Arcanum Ventures X: x.com/ArcanumVentures👉 Arcanum Ventures LinkedIn: https://www.linkedin.com/company/arcanum-ventures/👉 Arcanum Venture Website: https://www.arcanum.ventures/👉 Arcanum Telegram Community: https://t.me/Arcanumventures👉 Work With Us: https://www.arcanum.ventures/workwithusform/👉 Arcanum Media Center: https://www.arcanum.ventures/media-center/--------------------------------------------------------------------------------------------------------------------------------------------------------------📍Disclaimer:Arcanum Ventures is not currently invested in or advising with any of the mentioned companies. The context of this content is merely meant to provide discussion and insight to viewers interested in the #startups, #tech, #AI, and #web3 industries.This video was created to serve as an educational aid, and nothing in the video constitutes any financial advice. Do your own research and #invest wisely!

29 de may de 20261 h 0 min
episode The Investment You Were Never Allowed to Make [ft. Cathal Donnellan @ NexStox] artwork

The Investment You Were Never Allowed to Make [ft. Cathal Donnellan @ NexStox]

For decades, the best-yielding assets were reserved for institutions, accredited investors, and high-net-worth individuals. Retail investors were locked out. Tokenized real world assets are changing that and NexStox is building the platform to make it happen.Cathal Donnellan, President of NexStox, joins Carmelo and Sasha to break down why the RWA market is set to explode, why Southeast Asia is leading the charge, and what it will actually take for retail participation to become real at scale.In this episode:What NexStox is building and why the RWA space is structurally broken right nowWhy Southeast Asia (Malaysia, Vietnam, Philippines) is the most viable sandbox for tokenized assetsThe demand signal Terra Luna actually proved before it collapsedWhy real estate tokenization still hasn't worked and which asset classes actually willThe regulation gap: which jurisdictions are getting it right (and why MiCA isn't one of them)ICP's cloud infrastructure bet and why Cathal thinks it's one of the most underrated plays in Web3Founder advice: fail fast, fail cheap, and know your DNA#digitalassets #blockchain #crypto #cryptocurrency #cryptonews #rwa #realworldassets #stocks #investing --------------------------------------------------------------------------------------------------------------------------------------------------------------📍Useful Links for Arcanum Ventures:👉 Arcanum Ventures X: x.com/ArcanumVentures👉 Arcanum Ventures LinkedIn: https://www.linkedin.com/company/arcanum-ventures/👉 Arcanum Venture Website: https://www.arcanum.ventures/👉 Arcanum Telegram Community: https://t.me/Arcanumventures👉 Work With Us: https://www.arcanum.ventures/workwithusform/👉 Arcanum Media Center: https://www.arcanum.ventures/media-center/--------------------------------------------------------------------------------------------------------------------------------------------------------------📍Useful Links for Cathal Donnellan and NexStox:👉 Cathal Donnellan LinkedIn: https://www.linkedin.com/in/odomhnc/👉 NexStox Website: https://nexstox.com/👉 NexStox LinkedIn: https://www.linkedin.com/company/nexstox/👉 NexStox X: https://x.com/NexStox--------------------------------------------------------------------------------------------------------------------------------------------------------------📍Disclaimer:Arcanum Ventures is currently invested in and advising NexStox. The context of this interview and the content is merely meant to provide discussion and insight to viewers interested in the #startups and #web3 industriesThis video was created to serve as an educational aid, and nothing in the video constitutes any financial advice. Do your own research and #invest wisely!

28 de may de 202655 min
episode Google Just Launched a 24/7 AI Agent. Apple Has Six Weeks to Respond. | BOOM ROOM Weekly Roundup artwork

Google Just Launched a 24/7 AI Agent. Apple Has Six Weeks to Respond. | BOOM ROOM Weekly Roundup

The next phase of the AI boom isn’t an algorithmic problem. It’s a physical infrastructure crisis.While a massive 71% of Americans oppose local data centers due to grid strains and extreme environmental footprints, China has fully commercialised a $226 million, offshore wind-powered underwater data center off Shanghai.The physical and digital worlds are colliding violently.Weekly roundup with Carmelo Giuliano and Sasha Asheghi from Arcanum Ventures.#ai #crypto #startups #digitalassets #tech #invest #investing #technology #news #technews Timestamps:00:00 – Intro01:10 – The Beijing Summit is Over, and it was Largely Unproductive05:11 – Trump Called Off A Scheduled Attack on Iran07:10 – China’s 'world's first' Offshore Wind-powered Underwater Data Center11:40 – 71% of Americans Oppose Data Centers15:29 – US Airline Bans Humanoid Robots19:37 – Cerebras Systems Went Public At $95 Billion Valuation22:43 – Google I/O 2026 Event27:47 – The Elon Musk vs. Sam Altman Trial is Wrapping Up31:25 – Cisco Cuts Nearly 4,000 Jobs To Spend More on AI35:29 – Anthropic is now Worth More than OpenAI40:18 – The CLARITY ACT Passed the Senate Banking Committee43:40 – Solstice43:54 – Fannie Mae Officially Accepting Crypto as Collateral for Mortgages48:53 – SpaceX $1.78 Trillion Valuation From Hyperliquid Pre-IPO53:14 – Biggest Fundraises of the Week55:26 – Outro--------------------------------------------------------------------------------------------------------------------------------------------------------------📍Useful Links for Arcanum Ventures:👉 Arcanum Ventures X: x.com/ArcanumVentures👉 Arcanum Ventures LinkedIn: https://www.linkedin.com/company/arcanum-ventures/👉 Arcanum Venture Website: https://www.arcanum.ventures/👉 Arcanum Telegram Community: https://t.me/Arcanumventures👉 Work With Us: https://www.arcanum.ventures/workwithusform/👉 Arcanum Media Center: https://www.arcanum.ventures/media-center/--------------------------------------------------------------------------------------------------------------------------------------------------------------📍Disclaimer:Arcanum Ventures is not currently invested in or advising with any of the mentioned companies. The context of this content is merely meant to provide discussion and insight to viewers interested in the #startups, #tech, #AI, and #web3 industries.This video was created to serve as an educational aid, and nothing in the video constitutes any financial advice. Do your own research and #invest wisely!

22 de may de 202656 min
episode The Summit About Who Controls AI, Robots, and Oil for the Next Decade | BOOM ROOM Roundup artwork

The Summit About Who Controls AI, Robots, and Oil for the Next Decade | BOOM ROOM Roundup

The global power map is being redrawn in Beijing.In Episode 18, Sasha and Melo break down Trump’s high-stakes arrival in China alongside Elon Musk, Jensen Huang, and Larry Fink.Plus, we cover the explosive updates from the Musk vs. Altman trial, where Sam Altman alleges Elon wanted 90% of OpenAI and a hereditary line of control.Trump arrived in Beijing this week with 17 corporate executives for a two-day summit with Xi Jinping. The guest list told you everything about American anxiety: Elon Musk for Tesla's rare earth magnet problem, Jensen Huang to negotiate whether China can buy his own chips, Tim Cook for Apple's supply chain, Larry Fink for capital flows. China arrived having weaponized rare earth export restrictions twice in 2025 to make Trump back down. The CFR published an analysis this week saying Xi is in the driver's seat.The same week Iran proposed Hormuz transit tariffs denominated entirely in Chinese yuan. India paid for Iranian oil in yuan for the first time in seven years. China's CIPS payment network processed $214 billion in March. The petrodollar is under direct attack and the timing relative to the Beijing summit was not accidental.Sam Altman testified in Oakland that Musk wanted total control of OpenAI and said it should pass to his children when he died. Musk was not in court. He was in Beijing.Anthropic launched a $1.5 billion venture with Goldman Sachs and Blackstone to embed Claude directly inside mid-sized businesses replacing traditional consulting firms. China controls more than 90% of the rare earth magnets inside every Western humanoid robot. Tesla Optimus production is already delayed because of it. Boston Dynamics IPO is approaching under Hyundai ownership. DARPA requested a $54 billion autonomous warfare budget representing a 24,000% increase.#ai #china #usa #trump #startups #technews #tech #technology #artificialintelligence #deeptech #digitalassets Weekly recap with Carmelo Giuliano and Sasha Asheghi from Arcanum Ventures.Timestamps:00:00 – Intro01:40 – Trump Heads to Beijing For A High‑Stakes Summit05:52 – Tehran Pushes More Crude Sales In Yuan10:14 – NASA quietly rewrites Artemis III15:07 – China Rare‑Earth Chokehold19:24 – Hyundai’s Boston Dynamics Faces IPO Pressure22:32 – DARPA Ramps Up Its 2026 Budget28:13 – Sam Altman Vs Elon Musk34:01 – Anthropic Is Backed With Around 1.5 Billion Dollars40:09 – Chinese AI Labs Drop Competing Open-Weight Coding Models42:18 – Dark Side Of Data Center44:34 – Data Center X Space**47:23 – Kevin W arsh Is Poised To Take Over The Fed51:32 – Charles Schwab Retail Spot Bitcoin and Ethereum Trading56:33 – The Biggest Fundraises Of The Week58:21 – Ethos Interview**1:00:05 – Outro--------------------------------------------------------------------------------------------------------------------------------------------------------------📍Useful Links for Arcanum Ventures:👉 Arcanum Ventures X: x.com/ArcanumVentures👉 Arcanum Ventures LinkedIn: https://www.linkedin.com/company/arcanum-ventures/👉 Arcanum Venture Website: https://www.arcanum.ventures/👉 Arcanum Telegram Community: https://t.me/Arcanumventures👉 Work With Us: https://www.arcanum.ventures/workwithusform/👉 Arcanum Media Center: https://www.arcanum.ventures/media-center/--------------------------------------------------------------------------------------------------------------------------------------------------------------📍Disclaimer:Arcanum Ventures is not currently invested in or advising with any of the mentioned companies. The context of this content is merely meant to provide discussion and insight to viewers interested in the #startups, #tech, #AI, and #web3 industries.This video was created to serve as an educational aid, and nothing in the video constitutes any financial advice. Do your own research and #invest wisely!

15 de may de 20261 h 1 min
episode Elon Helped His Enemy. Iran Bombed a Data Center. Apple Lied About Siri. | BOOM ROOM Roundup artwork

Elon Helped His Enemy. Iran Bombed a Data Center. Apple Lied About Siri. | BOOM ROOM Roundup

This week Elon Musk gave Anthropic access to his Colossus 1 supercomputer in Memphis — 300 megawatts of compute capacity and over 220,000 Nvidia GPUs. The same man who called Anthropic a company that "hates Western civilization" in February. The same supercomputer built to power Grok, his direct competitor to Claude.Iran struck an Amazon data center this week — the first time a major US cloud provider's physical infrastructure has been directly damaged by enemy action. Secretary of State Rubio declared Operation Epic Fury concluded and said the US now seeks a memorandum of understanding with Iran. Trump said a deal is "very possible." The ceasefire is in its most fragile state since April 8.Apple agreed to pay $250 million to settle a class action lawsuit over advertising Siri AI capabilities that did not exist at the time of the ads, still do not exist today, and will not exist for at least two more years. A Chinese court ruled that companies cannot legally fire workers because AI can do their job more cheaply. Coinbase cut 14% of its workforce citing AI and a market downturn. Meta acquired a robotics startup to accelerate its humanoid AI ambitions. Ukrainian forces captured a Russian military position using only ground robots and aerial drones — two Russian soldiers surrendered to a machine. Google quietly installed a 4GB Gemini Nano model on users' devices through Chrome without prompting. Justin Sun and World Liberty Financial are now suing each other simultaneously. The CLARITY Act advanced to Senate Banking Committee markup for the first time in eight months.Weekly recap with Carmelo Giuliano and Sasha Asheghi from Arcanum Ventures.Timestamps:00:00 — Intro01:39 — Marco Rubio Just Said the War Is Over05:05 — Iran Strikes Amazon Data Center08:16 — Meta Buys a Robotics Startup12:08 — Ukraine Captured a Russian Position Using Only Robots16:23 — Apple $250 Million Class Action Lawsuit21:34 — Gemini Nano Secretly Installed for Google Chrome Users25:42 — Chinese Court Rules Firms Can’t Lay Off Workers On AI Grounds30:20 — Anthropic Just Cut a Deal With Elon Musk35:26 — Justin Sun Sues World Liberty Financial41:04 — The CLARITY ACT is finally moving44:47 — Coinbase Cuts 14% of Workforce52:24 — Biggest Fundraise of the Week55:15 — Outro--------------------------------------------------------------------------------------------------------------------------------------------------------------📍Useful Links for Arcanum Ventures:👉 Arcanum Ventures X: x.com/ArcanumVentures👉 Arcanum Ventures LinkedIn: https://www.linkedin.com/company/arcanum-ventures/👉 Arcanum Venture Website: https://www.arcanum.ventures/👉 Arcanum Telegram Community: https://t.me/Arcanumventures👉 Work With Us: https://www.arcanum.ventures/workwithusform/👉 Arcanum Media Center: https://www.arcanum.ventures/media-center/--------------------------------------------------------------------------------------------------------------------------------------------------------------📍Disclaimer:Arcanum Ventures is not currently invested in or advising with any of the mentioned companies. The context of this content is merely meant to provide discussion and insight to viewers interested in the #startups, #tech, #AI, and #web3 industries.This video was created to serve as an educational aid, and nothing in the video constitutes any financial advice. Do your own research and #invest wisely!

8 de may de 202656 min