The “Pace AI” Debate | Diet TBPN

Watch on YouTube ↗  |  September 14, 2026 at 21:33  |  25:45  |  TBPN
Speakers
GavinSBaker — Portfolio Manager, Atreides Management
John Coogan — Co-Host, TBPN
Donald Trump — President of the United States
Jordi Hays — Co-Host, TBPN

Summary

The episode covers the weekend's 'pace the frontier' AI debate, including Dario Amodei's three-step slowdown proposal, David Sacks's antitrust and regulatory-capture pushback, and President Trump's rejection of an AI slowdown. The hosts discuss Gavin Baker's view that a constraints-heavy cycle favors wafers, watts, rail rates, and spreads, John Coogan's case for accelerating US energy and grid buildout, and a bearish take on natural diamonds. They also note the live Trump call to Jensen Huang during the All-In Summit.

  • Dario Amodei's essay proposes third-party AI evaluators, government safety standards, and US-China coordination on AI pacing.
  • David Sacks and critics argue the proposal could enable a cartel and regulatory capture.
  • Trump rejects AI slowdown, saying whoever wins AI wins and the US is leading.
  • Gavin Baker sees minimal immediate investment implications but favors wafers, watts, rail rates, and spreads in a constraints-heavy cycle.
  • John Coogan argues capital and talent could be redirected to building more US energy generation, batteries, and grid infrastructure.
  • The hosts discuss bearish natural diamonds due to aggressive lab-grown competition.
  • A live Trump phone call to Jensen Huang at the All-In Summit is noted.
Ideas
John Coogan Co-Host, TBPN 14:28
Diamonds weak as lab-grown demand grows.
Natural diamonds are in a rough spot because consumers are aggressively shifting to lab-grown alternatives. The diamond industry is likely seeking regulation to protect itself, but the trend is a tough period for natural diamond prices.
Diamonds MED
GavinSBaker Portfolio Manager, Atreides Management 17:14
AI constraints favor wafers, watts, rails, spreads.
In an AI cycle where constraints create a 'smoother for longer' dynamic, the beneficiaries are wafers, watts, rail rates, and spreads. Third-party evaluators are the only tangible new fact and have minimal immediate investment implications, but a constraints-heavy environment favors these areas.
WAFERS Watts Rail rates Spreads MED
John Coogan Co-Host, TBPN 17:37
Build more US energy generation and grid.
If AI development is paced or slowed, capital and human talent can be redirected to building more US electricity generation—solar, thermal, wind, nuclear—plus batteries and grid infrastructure. This re-industrializes the American energy supply chain, relieves grid tension, lowers energy prices, and is beneficial even if AGI is never built.
SOLAR Thermal power Wind Power URA Battery GRID MED
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This TBPN video, published September 14, 2026, features John Coogan, GavinSBaker discussing Diamonds, WAFERS, Watts, Rail rates, Spreads, SOLAR, Thermal power, Wind Power, URA, Battery, GRID. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: John Coogan, GavinSBaker  · Tickers: Diamonds, WAFERS, Watts, Rail rates, Spreads, SOLAR, Thermal power, Wind Power, URA, Battery, GRID