On The Record (6-02-26).

On The Record (6-02-26).

From Unf*cking The Republic by UNFTR Media

June 2, 2026 · 23 min

About this episode

The episode discusses the implications of AI on economic laws and analyzes recent trends in manufacturing and IPOs.

This week we made the case that AI breaks a fundamental economic law: the bigger it gets, the more expensive it is to run, which is the exact opposite of how transformative technologies are supposed to work. The IPO trio of OpenAI, Anthropic, and SpaceX looks less like the next internet and more like the last big exit for early investors before the whole thing deflates. Then we looked at the manufacturing uptick, which sounds like good news until you realize a lot of it may just be companies stockpiling inventory before prices get even worse. Chapters Intro: 00:00:36 Quick Takes: 00:01:34 Max Notes: 00:09:02 Killer Left Take of the Week: 00:18:03 Chart of the Week: 00:19:27 Headlines: 00:21:11 Outro: 00:23:05 Resources CSPAN’s Book TV: Robert Caro Reveals Details of His Final Lyndon Johnson Biography Forbes Breaking News: Bessent Asked If Data Showing Americans Dipping Into Savings To Pay For Gas, Groceries Concerns Him CBS Mornings: Graham Platner’s sexting controversy rocks his campaign New York Times: Platner’s Texts With Women Concerned Campaign as Senate Race Took Off Yahoo! Finance: OpenAI CEO Altman denies company is looking into government bailout More…

Topics covered

  • AI and economics
  • IPO analysis
  • manufacturing trends
  • stockpiling inventory
  • economic laws
  • investor behavior

Keywords

  • AI
  • economic law
  • IPO
  • manufacturing
  • stockpiling
  • OpenAI
  • SpaceX
  • investors

Mentioned in this episode

Organizations: OpenAI, Anthropic, SpaceX, Forbes, CBS Mornings, New York Times, Yahoo! Finance, More Perfect Union, ISM World, Bloomberg

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