Ed Elson is joined by Matt Smith to break down how the latest developments in the war with Iran are affecting oil prices and where he thinks gas prices could be headed next. Then, Charlie O'Neill joins the show to discuss China's new AI model, Kimi K3, why open-source models are gaining momentum, and what that shift could mean for the broader AI race. Matt Smith is the Director of Commodity Research at Kpler. Charlie O’Neill is the Co-Head of Model Training at Baseten. Subscribe to the Prof G Markets Youtube Channel Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
Podzilla Summary coming soon
Sign up to get notified when the full AI-powered summary is ready.
Free forever for up to 3 podcasts. No credit card required.
Listen to This Episode
More from Prof G Markets
Why The Nasdaq Just Hit Correction Territory
China Is Undercutting America’s AI Giants
How Big Tech Offloaded The Risk Of AI
America’s Economy Is Entering a New Era — ft. Noah Smith
Get summaries like this every morning.
Free AI-powered recaps of Prof G Markets and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.