METR and AI Regulation, Zuck Pushes Back on AI Slowdown, Fed Hikes Rates | Diet TBPN
Speakers
Jordi Hays
— Co-Host, TBPN
John Coogan
— Co-Host, TBPN
Summary
The hosts discuss AI regulation models, METR's role as an independent evaluator, and Zuckerberg's pushback on slowing frontier AI development. They then cover the Fed's first rate hike in three years, noting a hawkish dot plot and resilience in the AI trade despite higher rates. The episode closes on Commerce/CFTC scrutiny of AI compute prediction markets and potential market-stability concerns.
- Debate over who should regulate frontier AI and whether METR can be independent.
- Nuclear regulatory history used as a model for AI oversight.
- Fed hikes 25bp, signals more hikes, and removes next year's cut.
- AI trade and buildout described as resilient to rising rates.
- Zuckerberg argues labs should not slow AI frontier; hosts critique his safety framing.
- Commerce reportedly orders Kalshi to take down AI compute price tracker.
- CFTC pauses new compute contracts for 60 days, delaying CME/ICE plans.
- Compute futures manipulation risk flagged for AI stocks and debt markets.
Ideas
AI buildout stays strong despite higher rates
The AI trade and buildout have remained overwhelmingly strong even as the Fed raises rates and removes expected cuts, showing that AI investment demand is resilient to higher-rate headwinds rather than dependent on zero interest rates.
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This TBPN video, published September 16, 2026, features Jordi Hays discussing AI trade. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: Jordi Hays · Tickers: AI trade