https://the-physical-economy-fapvcu.jellypod.comPowered by Jellypod (https://www.jellypod.com)Mon, 26 Oct 2026 06:58:05 GMTTue, 06 Oct 2026 00:39:13 GMTyes5b707e2d-ec1a-42e2-8fd2-960d6b54682fTHE PHYSICAL ECONOMYKMKT IR Hub Radio exclusive editorial. Zach Martin on the return of the physical economy underneath artificial intelligence.KMKT IR Hub Radio exclusive editorial. Zach Martin on the return of the physical economy underneath artificial intelligence.episodicTHE PHYSICAL ECONOMYfeed+91594316@podcasts.jellypod.comfalsehttps://the-physical-economy-fapvcu.jellypod.com/episodes/f536a0f9-d339-4b1a-89cc-f9c0062389c3f536a0f9-d339-4b1a-89cc-f9c0062389c3Tue, 06 Oct 2026 18:10:09 GMT11AI is shifting from a software story to an infrastructure race, with electricity, gas turbines, copper, and nuclear power becoming the real bottlenecks. This episode breaks down the second AI trade and explains why the future of computing now depends on steel, grids, and physical supply chains.

]]>THE PHYSICAL ECONOMYAI is shifting from a software story to an infrastructure race, with electricity, gas turbines, copper, and nuclear power becoming the real bottlenecks. This episode breaks down the second AI trade and explains why the future of computing now depends on sAI is shifting from a software story to an infrastructure race, with electricity, gas turbines, copper, and nuclear power becoming the real bottlenecks. This episode breaks down the second AI trade and explains why the future of computing now depends on steel, grids, and physical supply chains.false00:10:12full