Daily Alpha · YouTube
· Post-Market Alpha · by Buzzberg Research
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Agent distribution and compute
1 video · 1h 09mMuse’s consumer traction broadened inference attention toward CPUs, while Amazon’s block showed that agent access to commerce platforms is becoming a strategic control point.
Amazon blocks Meta's Muse shopping agent, escalating agentic-commerce access war
Amazon began blocking Meta's new AI agent Muse from shopping on its site, showing users a popup saying an unauthorized AI agent violates Amazon's conditions of use; Amazon says Meta never disclosed Muse would browse its site, the agent does not properly identify itself, and it appears to capture and store customer login credentials. This follows Amazon suing Perplexity and blocking shopping agents from Google and OpenAI, despite Amazon and Meta being close partners (Amazon products sellable in Facebook/Instagram and Meta's multi-billion-dollar AWS AI deal).
Diesel policy contradiction
1 video · 2h 24mAn export ban is under active consideration, but Rapidan argued it would raise coastal prices, cut refinery runs and damage investment credibility.
Bob Michele calls the point of maximum pain and is buying US, Japanese and Australian government bonds
JPMorgan Asset Management's Bob Michele said the bond market has reached the point of maximum pain, with central banks establishing credibility and the long end starting to stabilize, and he is buying US, Japanese and Australian government bonds; he argued 10-year yields near 5% imply the Fed funds rate can go 150bp higher, which the economy cannot absorb, and that the hiking cycle ends with a flat-to-inverted curve around 4.5%.
Rates disagreement
1 video · 2h 24mBNP Paribas expects at least two more hikes while Bob Michele is buying government bonds at what he calls maximum pain.
Bob Michele calls the point of maximum pain and is buying US, Japanese and Australian government bonds
JPMorgan Asset Management's Bob Michele said the bond market has reached the point of maximum pain, with central banks establishing credibility and the long end starting to stabilize, and he is buying US, Japanese and Australian government bonds; he argued 10-year yields near 5% imply the Fed funds rate can go 150bp higher, which the economy cannot absorb, and that the hiking cycle ends with a flat-to-inverted curve around 4.5%.
Naveen Rao: AI energy demand grows exponentially against linear supply, hitting a wall in ~3 years
Unconventional AI CEO Naveen Rao estimated Google alone crosses 3.2 quadrillion tokens per month, implying roughly 12 gigawatts of power at 10 joules per token, versus about 40 gigawatts of total US data center energy, and said we run out of energy in about three years.
Texas governor imposes moratorium on new data center builds
During the segment, the Texas governor issued a statement putting a moratorium on new data center builds, with other states and municipalities taking similar approaches amid public fear over jobs, neighborhoods and power costs; the guest attributed the backlash to data centers being built without transparency.