Under The Hoodie

Episode 8: Boots, Bots, and $600 Billion

28 min · 18. feb. 2026
episode Episode 8: Boots, Bots, and $600 Billion cover

Description

A Texas rodeo opens the episode. A failed coding experiment sets the tone. And then the big question lands: If AI is attracting historic levels of investment, why does it still feel incremental? Bill and Kurtis unpack the J-curve of innovation, the Magnificent Seven’s infrastructure race, AI agents that work while you sleep, the security risks nobody’s talking about, and why healthcare may quietly be the biggest near-term winner. It’s a ramble… but the good kind.

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