Shows / The Frontier Ledger
The Frontier Ledger
You're an investor trying to make sense of AI, robotics, power, and infrastructure tech, but most podcasts either get lost in the engineering or stay too abstract. Alex and Anna host The Frontier Ledger to sit in the middle, connecting frontier tech developments to what they actually mean for your portfolio and the markets.
Episodes
- The Frontier Ledger
Physical AI Goes Live — What the Robot Ducks Actually Mean for Markets
Jensen Huang brought four small robot ducks on stage at GTC Berlin. They walked, sat, and tried a somersault — and preorders jumped past 20,000 units the next…
- The Frontier Ledger
The AI Buildout’s Real Constraint: Power
Power is emerging as the binding constraint in the AI buildout. Goldman Sachs has called it “probably the forever bottleneck,” and multi-gigawatt shortfalls…