About this episode

The episode discusses the potential increase in free capital for US banks, the rising interest in KV cache, and the FDA's relaxed rules regarding blood pressure.

Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version]. First, US banks will soon have a lot more free capital, as regulators loosen capital requirements. This could unlock $88B-104B in additional excess capital, which might be deployed for M&A, business lending, AI spending, buybacks, and dividends. Next, everyone is suddenly talking about KV cache – AI’s running memory and a major bottleneck for the industry. Players are coming at the KV cache problem from different...

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