Arthur Hayes
speaker
1,864 appearances
4 recordings
3 series
first heard Jan 2026
last heard 22 Jun
Arthur Hayes’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 4 in all, peaking in Jan 2026 with 2.
Appearances
But like,
If you were just an ordinary secondary market holder of these shares, you know, you could have gotten battered and bruised as sort of capital and labor came to these sort of agreements about how we're going to police this new economic productivity that has been created.
Yeah, for sure.
And it's going to take time.
This is not an immediate thing.
And I don't think people really appreciate the effect that China will have on this.
It will commodify the token market just like it's commodified every other market.
Like China builds a gigawatt of electricity at one-sixth the cost of the U.S.
So they can essentially, when they want to, well, they're already doing it, right?
You can use DeepSeek.
You can use, you know, those other Alibaba, Tesla, whatever, Baidu models.
And as long as you don't talk shit about the Chinese Communist Party, you can pretty much get all the same answers that you want, if not more.
Yeah, their tokens are going to be free compared to ours.
So it's like, okay, I'm trying to find out the cheapest rental car.
Do I need to use the ChatGBT, Claude, Sonnet, Opus, Grok, whatever the fuck model that's 100x more expensive?
Or do I just go to the Chinese one?
That's super, super cheap.
Maybe they are practically free and I get the same answer, right?
I just care about rental cars, right?
Most people aren't doing super duper secret, like I'm going to build the next missile to destroy the world kind of shit, right?
Showing 241–260 of 1,864 · page 13 of 94
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