Jobs Slow, AI and Chips Race Ahead

Jobs Slow, AI and Chips Race Ahead

From Digital Currents by Morgan Creek Capital Management, LLC

March 7, 2026 · 58 min

About this episode

The episode discusses regulatory developments in digital assets, AI investment strategies, and the current labor market conditions.

In this episode, we discuss the recent decision by the U.S. Securities and Exchange Commission to dismiss certain claims in its case involving Justin Sun and the Tron Foundation, alongside broader regulatory signals suggesting that U.S. regulators may increasingly evaluate digital assets under traditional securities frameworks. We also analyze comments from Jensen Huang indicating that Nvidia may pause additional investments in OpenAI and Anthropic while continuing to expand its focus on next-generation computing technologies such as photonics. Finally, we cover reports that quantum computing company Pasqal is exploring a public listing through a SPAC transaction and the latest U.S. employment data, which suggests a more challenging labor market environment heading into the spring. Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/ . To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com Legal Disclaimer This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other…

People in this episode

Host: Morgan Creek Capital Management, LLC

Topics covered

  • regulatory decisions
  • digital assets
  • AI investments
  • quantum computing
  • employment data

Keywords

  • Securities and Exchange Commission
  • Justin Sun
  • Nvidia
  • quantum computing
  • employment data

Mentioned in this episode

Organizations: U.S. Securities and Exchange Commission, Tron Foundation, Nvidia, OpenAI, Anthropic, Pasqal

Places: U.S.

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