PodcastBacktestSeptember 25, 2026
Sebastian Mallaby on Artificial Intelligence, Railroads, and Transformative Changes
Hosts Daniel and Matt interview Sebastian Mallaby on AI's history, railroad parallels, AI safety, capital structures, competition over bottlenecks, and how AI changes work and research.
The full card is a free trial away.
The full summary and the deep dive on this episode, plus a brief every morning on the shows and companies you follow.
Read free — start your trial14-day free trial
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
