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Today’s Animal Spirits is brought to you by Betterment Advisor Solutions and ClearBridge Investments:
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International and emerging market stocks outperformed the US in 2025. At ClearBridge we believe this momentum can continue. More information at https://www.clearbridge.com/
On today’s show we discuss:
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I loved the @Citrini7 thought piece.
However, it seems unlikely that we will have sufficient computing power for this scenario in 2028, or even early 2030. Distillation, quantization and Edge AI cannot bridge the gap.
AGI is an event horizon with significant computation dependency.
ā Gavin Baker (@GavinSBaker) February 23, 2026
I’ve been following technology for 25 years and I’ve never felt a greater divide between the ~1 million people using Codex/Claude and the rest of humanity.
ā James Wang (@draecomino) February 18, 2026
At 66.40%, the largest number of index components have outperformed the S&P 500 index itself over the past fifty years. pic.twitter.com/nPpgRre5V7
ā Blake Millard, CFA (@BlakeMillardCFA) February 19, 2026
Unlike then, profits were determined. pic.twitter.com/rxa10aOW6B
ā Steve Donze (@steve_donze) February 18, 2026
AI-affected industries see continued job losses GS pic.twitter.com/pJqSlZUaw5
ā Mike Zaccardi, CFA, CMT š (@MikeZaccardi) February 19, 2026
this is fucking hilarious.
a $7 billion Japanese toilet company just discovered that its ceramic tools can be used to make advanced AI chips.
that’s a $60 billion market.
their shares jumped 60% after the news. https://t.co/cDJMV8aASc
ā Ejaaz (@cryptopunk7213) February 18, 2026
Amazon’s internal AI coding assistant decided the engineers’ existing code was inadequate, so the bot deleted it to start from scratch
that resulted in part of AWS being shut down for 13 hours and it wasn’t the first time this had happened
unbelievablehttps://t.co/K5dW15ioVH pic.twitter.com/Z9ZIrCgdB4
ā rat king š (@MikeIsaac) February 20, 2026
This just blows me away. pic.twitter.com/zhKNIblU0i
ā Mike Simonsen š (@mikesimonsen) February 22, 2026
Mike, I appreciate you trying to do this with a straight face, but I don’t recall the CFTC having any say in the LeBron James “derivatives market” recovering. These prediction markets you breathlessly defend are gambling ā pure and simple. They destroy lives… https://t.co/Ohup2x3D8u
ā Governor Cox (@GovCox) February 17, 2026
@michaelbatnick @awealthofcs Movies are getting longer @soberlook @DataIsBeautiful pic.twitter.com/HLULLe0a2e
ā Mike Zaccardi, CFA, CMT š (@MikeZaccardi) February 23, 2026
DoorDash just reported its largest increase in orders ever.
Total orders: 903 million, +32% year-over-year$DASH pic.twitter.com/VQ4KE87XET
ā Fiscal.ai (@fiscal_ai) February 18, 2026
Is Crazy Stupid Love the best rom-com cast ever?
Ryan Gosling, Emma Stone, Steve Carell, Julianne Moore,
Marissa Tomei and Kevin BaconYou need to be up there (on Netflix)
ā Ben Carlson (@awealthofcs) February 21, 2026
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