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BBT #02 | OpenAI Ads, Google, and Geopolitical Market Trends
Silver just popped 26.6% in TWO WEEKS. Trump threatened to invade Iran and backed down 48 hours later. Markets? Barely flinched. And OpenAI just put ads in ChatGPT — the "free AI" era is officially over.
Malcolm and Thomas break down why geopolitics is now background noise for markets, what TSMC's $56 billion bet means for the AI infrastructure supercycle, why Apple is paying Google $1 billion to save Siri, and what OpenAI ads mean for the future of search. Plus: Malcolm's play on $OKLO and Thomas's thesis on $TSM.
⏱️ Timestamps:
00:00 — Silver surged 26.6% and markets shrugged off a war…
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