Katie Martin

And that means- Knock yourself out, Rob.

Because, yeah, you know, as you were writing in your newsletter, if this stuff is actually a commodity, right, and it's like water or worse, it's like air, then there's like a whole heap of money that's been thrown at the wrong thing that is a problem for financial markets, right?

I believe so.

I think it's Anthropic.

I think that's the thing you're proposing.

So we're going to somehow leap from telling otherwise normal people to drink iced brown sugar oat milk shaken espresso to curing cancer.

Right.

Do you know one thing that I do take some comfort in is like the past six weeks or so, it's been war, war, war, war, war, oil, oil, oil.

You know, the only thing we've been able to think about is Iran.

And now it's like, oh, we're back to talking about whether AI is a bubble.

Nature is healing.

And to be clear, the war could definitely get worse and then we'll flip back to talking about that.

Okey-doke, it is time for Long Short, that part of the show where we go long a thing we love or short a thing we hate.

Rob, what you saying?

He must have been thinking about martini time.

He also mused out loud about what the hit to global GDP would be if London was hit by a nuclear rocket, which I think is strange.

Yeah, it's a strange thing to say out loud, isn't it?

Anyway, I am long kebabs.

There are new rules in the UK banning ads for junk food online and on times on TV when kids are awake.

So apparently the regulator is already banning online promotions for pastries, but it has allowed ads for kebabs because they are not less healthy.