The SpaceBat Show

This week, John and I covered a lot of ground, starting with his upcoming heart-valve repair and the strange reality of waiting on major surgery while somehow also joking about getting the audio file from a scope down his throat. From there we moved into the election fallout and what it means for markets, especially the brutal unwind in AI, chips, and data-center names. We talked about how politics, regulation, and capital flows are colliding in real time, why broad market panic can create trading opportunities, and why states that block infrastructure and building keep making life harder for themselves.

We also got into Europe’s economic strain, Poland’s political tensions, cyberattacks on critical systems, and the bigger question of what kind of society we’re actually building. In the back half, we shifted into culture and tech: The Sopranos, The $treet, Sound of Freedom, Tim Tebow, No Agenda, Podcasting 2.0, Tesla, Grok, AI agents, robots, NASA, quantum communications, and the future of software itself. Basically, this one was classic us: markets, geopolitics, ethics, movies, comics, hacking, and a hard left turn into whether quantum entanglement and longevity research might break everybody’s brain by next week.

• Massive market selloff AI only? https://x.com/Schuldensuehner/status/2116529278238248981?a=khl32QuEgGkyL0NnLto&s=19
•  AI Funding https://x.com/KobeissiLetter/status/2117444103642181661?a=BsnV-G5A9qsMtvKe8tc&s=19
•  Arini Cap Mgmt liquidates https://x.com/MelvinInvests/status/2116425733681688921?a=RZj0fcGWnCl5gQzuMqg&s=19
•  OpenAI raises less than expected https://x.com/Jon_Hartley_/status/2117019671706615995?a=DMsLieao2001Ptm4y0s&s=19
•  GPUs collecting dust https://x.com/zerohedge/status/2112613094094413868?a=hTh3qZSbYM5WtNZ04RY&s=19
•  Used Data Centers for sale https://x.com/IntCyberDigest/status/2116860554564583629?a=q-BnNpHgmWWWd4lFNvU&s=19
•  Data center dump https://x.com/edzitron/status/2118417108015231262?a=lhiqFVZa1B4RvLrXM3A&s=19
•  France Paris https://x.com/RadioGenoa/status/2116595919210561686?a=EZNSTzcx-KVEu7xHowI&s=19
•  France Deadpool https://x.com/visegrad24/status/2118329225551790217?a=2v34fQWFcOfrDpUkeoU&s=19
•  Germany falling? https://x.com/visegrad24/status/2116635751836160349?a=M_pA7bLuXbOr9OB6KU0&s=19
•  Poland coup https://x.com/ImMeme0/status/2116428373689851906?a=-hKM6I5fmHE1pPHNVFw&s=19
•  Poland Piece recommend by Matt T https://www.craigmurray.org.uk/archives/2026/11/the-crisis-in-poland/
•  Hartley on CNBC on CA Wealth Tax https://www.cnbc.com/video/2026/10/30/california-wealth-tax-proposal-goes-against-100-years-of-optimal-tax-theory-ut-austins-jon-hartley.html
•  Karp (Palantir) on Wealth Tax https://x.com/dnapway/status/2117297054657716671?a=raIg2KJCAkzyXVD0tH0&s=1
•  3% down mortgages in CA https://x.com/unusual_whales/status/2118407749235281984?a=JnBUAogUz4ASj05cO8o&s=19
•  Harmeet resignation https://x.com/AGToddBlanche/status/2118397456052302011?a=23hZFehs3fvn0adc1iM&s=20
•  NJ to block Russian oil tankers https://x.com/iDenville/status/2117693294105018396?a=K1_DshaK7FzmHw7fKhE&s=19
•  More fridge hacking https://x.com/IntCyberDigest/status/2117239021831151810?a=UJ3PJp85HkeCxN1yeWQ&s=19
•  Blood bank hacking https://x.com/Polymarket/status/2118480730284302744?a=EvrKMguLXb3z8Cb6eaA&s=19
•  Binance Hack from North Korea https://x.com/Reuters/status/2116648956197220612?a=VOA3jXMEJSsI_hZT2jA&s=19
•  Polymarket NDA https://x.com/Autonomous_Chad/status/2116141417953181912?a=jiVtc1Q_DmgkSgpypxo&s=19
•  The $treet TV Series https://www.imdb.com/title/tt0247135/
•  VisionQuest https://x.com/Kotaku/status/2118048370149249125?a=JowpCCb1jp4vbHuNJfg&s=19
  Korean Drone Show for Avengers https://x.com/DiscussingFilm/status/2116650192887791958?a=bT8qumHISFQGYbG7MaE&s=19
•  Avenger Drones https://x.com/marvel_updat3s/status/2116566858786570689?a=bUPH_XTodt6Ad7WF2m4&s=19
•  James Gunn Batman Brave and the Bold https://x.com/BumWire_/status/2116439191210848631?a=GPiMUgN0deokvznaC3A&s=19
•  DC grinds to a halt with Skydance new ownership https://x.com/cosmicbooknews/status/2117263053481759059?a=LD8s6fYYyGgxfa9oKWM&s=19
•  Bat nanotech suit https://x.com/BumWire_/status/2117311888480665753?a=NM1nA3VMgw_rDhsj5Sw&s=19
•  Superman crybaby https://x.com/BumWire_/status/2117627877130908026?a=150-ysnyzyFrx4pweIA&s=19
•  Supergirl https://x.com/BumWire_/status/2117183205363118284?a=F-5L1rErl-ZGRFXCqco&s=19
•  Batman Dog Ace https://x.com/BumWire_/status/2116559781716771017?a=sii031yDOxhEHLMvAr8&s=19
•  The Batman Part II paused https://x.com/Polymarket/status/2117094093327081943?a=8TnAQFCI9ZDBIcciCTo&s=19
•  Batman casting accidently revealed https://x.com/TheBatmanSagaNW/status/2117028922588377588?a=uOjwtC7O4w6UkNsDFz0&s=19
•  Batman Nightfall Part 2 https://x.com/DiscussingFilm/status/2117995944088076321?a=JHboAyhbhwi7JMQ2m9E&s=19
•  Sam Altman on consumers buying RAM https://x.com/Kotaku/status/2116510438728904815?a=DochdN0_GXiIRLyXfm4&s=19
•  Elon says Robots need RAM https://x.com/Kalshi/status/2116877922610946540?a=mEj0S6e75sDbTeKsAQM&s=19
•  Paper Robots https://x.com/sciencegirl/status/2116560615137227192?a=q2xk7CymM8uQDGU0N30&s=19
•  Karen Swisher https://x.com/Jason/status/2117818391020839173?a=zCp3dgPbW-_Zvoxw6n8&s=19
•  Elon on Longevity https://x.com/firesidealpha/status/2116768188147154967?a=0VZvXkSlU40q7FannXM&s=19
•  Quantum link https://x.com/Polymarket/status/2118315094937342066?a=Soj2k5R_qyBzVRADGrE&s=19
•  Is quantum computing real? Grok https://grok.com/share/bGVnYWN5_6b96ea60-3972-41fa-8a8d-ba09111d8b90
•  TED Talk https://x.com/lumenxbt/status/2116270939826532826?a=uGD8GwAJIpAqH0I1roc&s=19F
• Flash Boys by Michael Lewis: https://wwnorton.com/books/9780393244663
• ISC East: https://www.isceast.com/
• The Crisis in Poland by Craig Murray: https://www.craigmurray.org.uk/archives/2026/11/the-crisis-in-poland/
• Clarkson's Farm on Prime Video: https://www.primevideo.com/detail/0OT6JCWNTHGSU7KAL5EBV7UJ5P
• Polymarket: https://polymarket.com/
• Binance: https://www.binance.com/en
• Jon Hartley: https://www.jonathanhartley.net/
• Palantir: https://www.palantir.com/about
• OpenAI Stargate: https://openai.com/index/stargate-advances-with-partnership-with-oracle/
• Sound of Freedom: https://www.angel.com/movies/sound-of-freedom
• Tim Tebow Foundation: https://timtebowfoundation.org/
• The $treet (IMDb): https://www.imdb.com/title/tt0472984/
• No Agenda Show: https://noagendashow.net/podcast
• Podcasting 2.0: https://podcasting2.org/
• Project Veritas: https://www.projectveritas.com/
• Ryan M. Montgomery: https://ryanmontgomery.me/
• Predator Poachers Long Island: https://predatorpoacherslongisland.locals.com/landing/video
• Grok Documentation: https://docs.x.ai/grok/overview
• Tesla: https://www.tesla.com/
• SpaceX: https://www.spacex.com/
• AppLovin: https://www.applovin.com/en
• MIT origami robot article: https://news.mit.edu/2015/centimeter-long-origami-robot-0612
• NASA quantum communications article: https://www.nasa.gov/aeronautics/quantum-technologies-are-changing-the-face-of-unmanned-aircraft-communications/

In episode five, John and I covered a little bit of everything: a rough personal week, the latest progress getting the distillery close to opening, and a wild run of news across cyberattacks, crypto, big tech earnings, and the AI spending boom. We dug into the tension between massive AI capex and actual financial returns, talked through Anthropic, CoreWeave, Microsoft, Meta, SpaceX, and NVIDIA orbiting the same capital cycle, and debated what AI is really doing today—whether it’s creating new value, compressing time, or mostly making people more efficient. We also got into Muse, Grok, and the practical side of using AI tools in real businesses right now, from personal dashboards to building websites and operational software.

From there, we went deep on Tesla, robotaxis, Optimus, direct-to-cell satellite communications, and the bigger question of whether automation can outdrive and eventually outperform people in the real world. John delivered an all-time driving rant after witnessing nonstop road insanity, which naturally led into a conversation about self-driving lanes, regulation, and where robotics actually fit in everyday life. We wrapped by bouncing through comics, sci-fi, and entertainment—from Batman, Bond, Blade Runner, Warhammer, BioShock, and Fantastic Four to older favorites like Strange Days, Dark City, and The Terminal List—while making the case that even as technology changes everything, taste, craftsmanship, and human judgment still matter a lot.

• Freezer hack https://x.com/Reuters/status/2115934201065161216?a=g-zKeU7IBhOXBV-alUw&s=19
• RIP Patrick Stewart https://x.com/DiscussingFilm/status/2115893413233016885?a=rmmxDIfbksXTUIuudTs&s=19
• Binance Hack https://x.com/KobeissiLetter/status/2115916653212885382?a=CILtYoBLttQIpBj3Dps&s=19
• Polymarket hack https://x.com/IntCyberDigest/status/2115883486821122090?a=C7i2yM8RwmNqau89UBw&s=19
• GOOGL earnings https://x.com/unusual_whales/status/2115870995173294167?a=DNDViJ3r2bMO-CwA8tg&s=19
• INTC earnings https://x.com/KobeissiLetter/status/2115898507878129840?s=20
• AMZN earnings https://x.com/KobeissiLetter/status/2115897573747892314?s=20
• MSFT Bond offering https://x.com/KobeissiLetter/status/2115776735463563746?a=l1TCEPnWZur6njoAu7A&s=19
• Apple to finally have touchscreens??? https://x.com/nypost/status/2115473287488696697?a=HzAQQpDSBaNEio38J3Y&s=20
• SPCX Raise https://x.com/XFreeze/status/2114697316871581720
• Apollo https://grok.com/share/bGVnYWN5_f2342cda-ce0b-472a-aff4-167fc78b9d71
• Also Apollo https://x.com/OwenGregorian/status/2114700987273208089
• ANT IPO https://x.com/KobeissiLetter/status/2114710153417118191?s=20 
• S1 risks https://x.com/dee_bosa/status/2114710030943735846
• SPCX spend https://x.com/SawyerMerritt/status/2114742917814165983
• Elon on neocloud deaths https://x.com/elonmusk/status/2114434646914068862
• Broadcom backstopping AI deal https://x.com/zerohedge/status/2115279214798925915?a=nFzsFrBExqR2lQHIm3E&s=19
• Meta AI Cap Raise https://x.com/Schuldensuehner/status/2114680296641597878
  https://x.com/MarketWatch/status/2114695555649523871
• Debt Window Slams Shut: Meta Taps Shareholders For Up To $95 Billion, With Its Own Chip Suppliers Buying In | ZeroHedge
• FCC Ruling https://x.com/SawyerMerritt/status/2115831019483918421?s=20
• SPCX on AFTRCC https://x.com/SawyerMerritt/status/2115879303489462625?a=3sd2vQINdHKe_j2TEtE&s=19
• GM leaving NYSE https://grok.com/share/bGVnYWN5_2b02d3ba-4fe5-4b95-b1ee-4e384fa1133b
• MSFT buyouts https://x.com/nypost/status/2114800063922770162
• Tesla FSD Unsupervised https://x.com/SawyerMerritt/status/2113027279970287692
• Cybercab Production https://x.com/SawyerMerritt/status/2114774891002273935
• Cybercab Modular Battery https://x.com/Teslarati/status/2114786449736233166
• Cybercab design detail https://x.com/live_munro/status/2114739987271073944
• The robots are coming https://x.com/XFreeze/status/2113040815954301204
• Optimus Benchmarks https://x.com/elonmusk/status/211494591064822584
• Grok Ask on the Einstein test https://grok.com/share/bGVnYWN5_c793a155-9b52-472b-87ad-e33376af3bf
• Scaramucci bought the Bat Mobile? https://x.com/Scaramucci/status/2115141579413627335?a=pgu07cbZfY85ITPcsrY&s=19
• The Batman https://x.com/DiscussingFilm/status/2114706112024879365?s=20
• James Gunn on Harley Quinn https://x.com/DEADLINE/status/2115864396354445696?a=Fc3GhKb53gDhnkXYN30&s=19
• Star Wars Starfighter movie https://x.com/movieconomics/status/2113246250086601175
• Bladerunner 2099 AMZN Series https://x.com/DiscussingFilm/status/2114734093825143117
• New Alien Movie - Ridley Scott https://x.com/Gizmodo/status/2113771560431493328
• Hitchcock The Birds remake https://x.com/DiscussingFilm/status/2115174621695651864?a=hoOmnrYNd5Bsb4bx8bs&s=19
• Bioshock NFLX Movie https://x.com/TheDirect/status/2114671239486685476
• Ghost Rider https://x.com/DiscussingFilm/status/2115189486711644206?a=SpSwuvbslrawUei5JDI&s=19
• Fantastic Four https://x.com/MCU_Direct/status/2115200569149182269?a=FnRjXEi1q_WjFT2kfbE&s=19
• Strange Days Strange Days (film) - Wikipedia
• Dark City Dark City (1998 film) - Wikipedia
• Muse AI: https://muse.ai/
• Dan's Referral Code: OFL3UD
• Grok by xAI: https://docs.x.ai/grok/overview
• WhiskeyOS: https://whiskeyos.com/
• Matic robot vacuum and mop: https://maticrobots.com/
• No Agenda Show: https://noagendashow.net/about/podcast
• Omarchy: https://omarchy.org/
• TTB (Alcohol and Tobacco Tax and Trade Bureau): https://www.ttb.gov/
• Tesla Model Y: https://www.tesla.com/modely
• Tesla Full Self-Driving (Supervised): https://www.tesla.com/support/fsd
• Tesla Robotaxi / Cybercab: https://www.tesla.com/robotaxi
• Tesla AI / Optimus: https://www.tesla.com/AI
• SpaceX: https://www.spacex.com/about/mission
• Iridium: https://www.iridium.com/
• FCC direct-to-device overview document: https://docs.fcc.gov/public/attachments/DOC-420983A1.pdf
• AFTRCC: https://aftrcc.org/coordination
• Anthropic: https://www.anthropic.com/
• CoreWeave: https://coreweave.com/
• Polymarket: https://www.polymarket.com/
• Binance: https://www.binance.com/en
• Marvel Television’s VisionQuest: https://www.marvel.com/articles/tv-shows/marvel-television-visionquest-release-date?pubDate=20260513
• The Terminal List on Prime Video: https://www.primevideo.com/detail/0NGB908JKDOZ29WLQ2GS45USOV
• Blade Runner 2099: https://www.aboutamazon.com/news/entertainment/blade-runner-2099-prime-video
• Warhammer 40,000: https://warhammer40000.com/
• Marvel’s Fantastic Four: https://www.marvel.com/movies/fantastic-four
• BioShock official links: https://linktr.ee/bioshock

John and I covered a lot of ground in this one, starting with a quick health check-in before jumping into a classic SpaceBat mix of tech, history, markets, and pop culture. We talked about seeing a Tesla Robotaxi/Cybercab in the wild, the spectacle of Tesla’s latest Roadster demo, and then wandered into Cold War and space-race history—Project AZORIAN, Soviet lunar efforts, why the moon-landing footage looked the way it did, and the enduring mystique of the SR-71 Blackbird. We also detoured into Apple, NeXT, Xerox PARC, and the all-too-common story of companies inventing the future and then fumbling it.

From there, we hit comics and sci-fi—Spider-Man, Venom, Andor, Loki, Battlestar Galactica, Alien—and then spent real time on market structure war stories from our trading days, including Nasdaq outages, the Russell rebalance, and the Facebook IPO. We wrapped on AI, CoreWeave, Grok, Claude, Neuralink, coding agents, and what all this means for work, productivity, and society, before closing with a serious stretch on 9/11, government fraud, and the gap between what systems are supposed to do and what they actually do in practice.

• Tesla Roadster https://x.com/Kalshi/status/2110906114602635463
•  Venom Issue #1 outsold Spiderman https://x.com/SpiderMan_Newz/status/2111525533687402792
• DIGGER Disaster https://x.com/TheCinesthetic/status/2110846539719643156
• Project Azorian https://grok.com/share/bGVnYWN5_9b31800f-e654-4755-9017-9a7778c25cae
• CIA bailed out NeXT? https://x.com/BrianRoemmele/status/2112880795526615089
• Star Wars Marvel Crossover https://x.com/DiscussingFilm/status/2112649803888807983
• StarWars Football https://x.com/DiscussingFilm/status/2112367339412869609
• Vader Interviews NFL Players Monday Nights https://x.com/DiscussingFilm/status/2112373468604100910
•  Star Wars Nolan https://x.com/HavocCrave_/status/2112982257162199523
• Dr Von Doom https://x.com/ChaosCrave_/status/2111106840922612198
• Battlestar Galactica: Prometheus Set Officially Releases October 2026 https://l.smartnews.com/p-8GXD8yFq/BnUpvU
• We're still in an ice age? https://grok.com/share/bGVnYWN5_f983f4cb-399c-4f06-9f34-3deaf30cd7b2
•  Bioware Closing https://x.com/bioware/status/2112953618093535510
•  33 https://grok.com/share/bGVnYWN5_3946928b-d880-4e97-ac86-d22a398367c0
•  NASDAQ Outage https://x.com/zerohedge/status/2110755484559135120
•  Market sell.off last week - Canary in the coalmine - Coreweave - All in clip from Saturday show about “boxes” https://grok.com/share/bGVnYWN5_abe07025-1784-4cae-9ea6-badc3b131e46
•  Summary graphic: https://x.com/BoringBiz_/status/2111856652685123781
•  AI Fund Flows https://x.com/zerohedge/status/2111987220479660157
•  AI token index https://x.com/silicondata/status/2112856982038135136
•  Speculative AI spending https://x.com/chamath/status/2112757725369348417
•  S&P concentration https://x.com/KobeissiLetter/status/2112729083876405561
•  MU / NVDA - 36% of S&P Earnings https://x.com/KobeissiLetter/status/2112893063026651226?s=20
•  AMZN AI Supply sold out thru 2028 - All-In Podcast https://x.com/DrJStrategy/status/2111410937181708801
•  Musk on money is irrelevant. Energy, etc https://x.com/cb_doge/status/2112588436846911907
•  Need more compute https://x.com/XFreeze/status/2112672160854774200
•  SPCX Grok Bot usage https://x.com/SawyerMerritt/status/2112648148036317249
•  SPCX Earnings Call https://x.com/cb_doge/status/2112653610953887818
•  SPCX bot CC leak protection https://x.com/elonmusk/status/2110610960474079445
•  All In Podcast - Anthropic’s You're holding it wrong moment https://x.com/theallinpod/status/2111551443693883739
•  PHP / Node.js vulnerabilities https://x.com/IntCyberDigest/status/2112863746049687883
•  Elon, “Don't make the AI lie” https://x.com/firesidealpha/status/2110594098352800162
•  Commission payments for fraud whistleblowers https://x.com/FoxNews/status/2112612774874325148
•  NDS https://x.com/ndstudio/status/2112613274516693398
•  America.gov https://x.com/ndstudio/status/2112613627307888667
•  Neuralink https://x.com/Alexs_jame/status/2112383116660687117
•  Econoclasts Podcast https://podverse.fm/podcast/IN83FJRrlW
•  France Episode https://podverse.fm/episode/KBqKkBgWkSpaceBat Show: https://www.spacebatshow.net/
• Tesla Robotaxi / Cybercab: https://www.tesla.com/robotaxi
• Leave the World Behind (Netflix): https://www.netflix.com/title/81314956
• The Diplomat (Netflix): https://www.netflix.com/title/81288983
• Federal Enforcement Homeland Security Foundation: https://www.fehsf.org/
• Project AZORIAN (CIA): https://www.cia.gov/legacy/museum/exhibit/project-azorian/
• Lockheed SR-71 Blackbird (Smithsonian): https://www.si.edu/object/nasm_A19920072000
• Intrepid Museum: https://intrepidmuseum.org/
• Palo Alto Research Center (PARC) / SRI: https://www.sri.com/research/future-concepts-division/
• All-In Podcast: https://allin.com/
• CoreWeave: https://coreweave.com/
• SpaceX: https://www.spacex.com/
• Grok: https://x.ai/pricing
• Anthropic / Claude: https://www.anthropic.com/
• Neuralink: https://neuralink.com/
• BioWare: https://www.bioware.com/
• Marvel Midnight Spider-Man / Marvel Comics series listing: https://share.marvel.com/comics/series
• Andor (Disney+): https://www.disneyplus.com/browse/entity-faba988a-a9f5-45f2-a074-0775a7d6f67a
• Loki (Marvel): https://www.marvel.com/characters/loki/
• Podverse: https://podverse.fm/
• 1Password: https://1password.com/
• Vercel: https://vercel.com/about
• Shopify: https://www.shopify.com/
• GoDaddy: https://www.godaddy.com/
• Node.js: https://nodejs.org/en
• PHP: https://www.php.net/
• ADP: https://www.adp.com/
• Decimal: https://www.decimal.com/
• QuickBooks: https://quickbooks.intuit.com/
• Public.com: https://public.com/
• Garden State Distillery: https://gardenstatedistillery.com/
• ZeroHedge: https://www.zerohedge.com/
• Bill Nye: https://www.billnye.com/

We finally solved the audio gremlin that’s been haunting the show, and yes, Dan absolutely deserves to be blamed for at least part of it. From there, we got into John’s latest heart update, what the doctors learned from his recent procedure, and why the current plan appears to be valve repair rather than replacement. We also wandered through headphones, podcast setups, food poisoning, butter on the counter, beef tallow, Waffle House, and the kind of everyday chaos that somehow keeps becoming show material.

In the back half, we went big: Clayface, Andor, Loki, WandaVision, Marvel and Star Wars fatigue, AI alignment, OpenAI, Anthropic, media bias, Social Security investing, data centers, Starlink, Tesla, BYD, Boston Dynamics, nuclear power, markets, and the brutal work ethic that defined our years on the Street. It’s one of those episodes where tech, politics, culture, health, and personal war stories all collide in exactly the way this show tends to work best.

• Clayface trailer https://x.com/DiscussingFilm/status/2103118855862108185
• Vision-Quest Trailer https://x.com/DiscussingFilm/status/2108952674825863233
• Midnight Spiderman https://x.com/SpiderMan_Newz/status/2108672516403417165
• Star Wars Marvel crossover??? https://x.com/DiscussingFilm/status/2108699939589247336
• Nic Cage won't work with AMZN https://x.com/aakashgupta/status/2109252423579754669
• Powerwall Grid https://x.com/SawyerMerritt/status/2108042944611520524?s=20
• Medals for Tech Bros https://x.com/SawyerMerritt/status/2107929878444102051
• Suspended companies from labor program MSFT https://x.com/EricLDaugh/status/2108208498496413711
• MSFT Comment https://x.com/MSFTIssues/status/2108246363557564860
• SPCX to become a Mobile Provider https://x.com/SawyerMerritt/status/2108291161190526979
• Ukrainian Starshield restrictions https://x.com/washingtonpost/status/2110551251075154131?s=20
• TSLA Roadster https://x.com/Tesla/status/2110165104713183485
• GrokBot “robot security dogs”  https://x.com/mattvanswol/status/2110378618345967808?s=20
• OpenAI bad projections https://x.com/Jon_Hartley_/status/2108261411361329372
• CNN- Fake news reports from AI https://x.com/CNN/status/2108315952177655845
• Don't be cruel to AI https://x.com/Polymarket/status/2108283556862845392
• David Sachs on training AI https://x.com/genzzztrade/status/2108776697042719176
• Postponed IPOs https://x.com/CNBC/status/2108363733823050026 
• Secretary Bessent BofA 1.2B Fine https://x.com/USTreasury/status/2110145093889896620?s=20
• Senator Warren “For Dummies” guide https://x.com/GuntherEagleman/status/2107974017181254069
• https://x.com/SecScottBessent/status/2109041531990815217
• Public firing squad execution https://x.com/Breaking911/status/2108281866511933719
•  Pamela Brown on Greta Wire Podcast
   The Disturbing Truth the Army Knew Before the Fort Hood Shooting https://x.com/browne_pamela/status/2110131059383816413
• HHS Report on dangers of wifi  https://x.com/HHSGov/status/2108252329921118579
• Trump-Putin Tunnel https://x.com/kadmitriev/status/2109156035688542696 
• Spotify renewed Rogan $250M https://x.com/TheInsiderPaper/status/2108167981377400904
• Cleanfeed https://cleanfeed.net/
• VoiceMeeter: https://vb-audio.com/Voicemeeter/
• Grok: https://grok.com/
• Bose QuietComfort Headphones: https://www.bose.com/pxp/bose-quietcomfort-headphones
• Sonos Ace: https://www.sonos.com/en-us/shop/sonos-ace
• da Vinci Surgical System: https://www.intuitive.com/en-us/products-and-services/da-vinci
• Waffle House: https://www.wafflehouse.com/home/
• The Wall Street Journal: https://www.wsj.com/
• South Chicago Packing Wagyu Beef Tallow: https://www.southchicagopacking.com/products/wagyu-beef-tallow
• South Chicago Packing Wagyu Beef Tallow Spray: https://www.southchicagopacking.com/products/wagyu-beef-tallow-spray
• Below (Netflix): https://www.netflix.com/title/81652677
• DC / Clayface: https://www.dc.com/
• Jay and Silent Bob’s Secret Stash: https://www.thesecretstashonline.com/
• Andor: https://www.starwars.com/series/andor
• Loki: https://www.marvel.com/characters/loki/
• WandaVision: https://www.marvel.com/tv-shows/wandavision/1
• Midnight Sons / Midnight Suns: https://www.marvel.com/comics/series/34645/midnight_suns_2022_-_2023
• Luke Skywalker: https://www.starwars.com/databank/luke-skywalker
• Infinity Gauntlet: https://www.marvel.com/comics/issue/9286/infinity-gauntlet-1991-1
• The No Agenda Show: https://www.noagendashow.net/
• All-In Podcast: https://allin.com/about
• OpenAI: https://openai.com/about/
• Anthropic: https://www.anthropic.com/
• Claude: https://www.anthropic.com/claude
• Hugging Face: https://huggingface.co/welcome
• The Boring Company: https://www.boringcompany.com/
• HHS Request for Input on EMFs / Wireless Radiation: https://www.hhs.gov/press-room/hhs-seeks-public-input-electromagnetic-fields-wireless-radiation.html
• Starlink: https://starlink.com/
• BYD: https://www.byd.com/en
• Resident Evil: https://www.playstation.com/en-us/games/resident-evil/
• Slow Horses: https://tv.apple.com/us/show/slow-horses/umc.cmc.2szz3fdt71tl1ulnbp8utgq5o
• United States Air Force Academy: https://www.usafa.edu/
• MIT: https://www.mit.edu/
• Kent State University: https://www.kent.edu/
• Stripe: https://stripe.com/about
• The Joe Rogan Experience / Spotify announcement: https://newsroom.spotify.com/2026-10-08/joe-rogan-experience-partnership/
• Amazon: https://www.amazon.com/

John and I covered a lot of ground in this one, starting with his upcoming heart procedure and a candid conversation about heartburn, inflammation, and how diet can quietly shape long-term health. From there we moved into a wide-ranging debate on medicine, aging, end-of-life costs, COVID-era decisions, and the uneasy overlap between public health, politics, and trust in institutions. As usual, we didn’t stay in one lane for long — we hit everything from Russia headlines and nuclear deterrence to execution policy, old Wall Street memories, and the strange ways governments and systems justify what they do.

We also got into the fun stuff: Spider-Man, Lanterns, Ted Lasso, and a new nuclear documentary series called The Watch. Then we shifted hard into tech — Microsoft Surface hardware, Grok, Copilot, Meta AI, Vercel, Turso, local AI development, trading bots, EV charging, Tesla, SpaceX, Starlink, and what all of this means for markets, infrastructure, and where things are heading next. We wrapped by talking about the SpaceBat site, Podcasting 2.0, and how we want to keep building the show without sanding off the rough edges that make it ours.

• Lyme Disease, RSV, Covid RFK Jr: https://x.com/realJohnJohnJr/status/2106379962072592635
• Russia Pneumonia death: https://x.com/FoxNews/status/2107429906040725885
• Rubio in Athens: https://x.com/overton_news/status/2107868177233330369
  Full: https://x.com/elonmusk/status/2107876928162275329
• Byrna guns: https://byrna.com/collections/all?srsltid=AU7gw4X3g0EZRaeUKdpm_PA8oS7RvpCteSaX5UL_4W7YKQWKHnb6rINu
• Midnight Spiderman: https://www.marvel.com/comics/series/46048/midnight_spiderman_2026_present 
• The Watch - Nuclear Triad: https://x.com/AccessTheWatch/status/2107824209305162197
• Firing squad: https://x.com/Breaking911/status/2107644561418063882
• Botched execution: https://www.themirror.com/entertainment/christa-pike-resurfaced-fox-interview-2047163 
• SPCX performance: https://x.com/XFreeze/status/2107415031667392567
• Dragon picking up ISS crew: https://x.com/SpaceX/status/2107804940228039009
•  Paul Allen almost gets screwed: https://x.com/mmoklaaa/status/2107534268041736420
• Bianco: https://x.com/WilfredFrost/status/2107410032786567497
• NASA STS-119 Mission: https://www.nasa.gov/mission/sts-119/
• Garden State Distillery: https://gardenstatedistillery.com/
• Project Veritas: https://www.projectveritas.com/home
• Goldman Sachs: https://www.goldmansachs.com/
• Kerrygold USA: https://www.kerrygoldusa.com/products/
• McDonald's: https://www.mcdonalds.com/us/en-us.html
• Byrna: https://byrna.com/
• Coravin: https://www.coravin.com/
• Benelli USA: https://www.benelliusa.com/
• Spider-Man: Brand New Day: https://www.sonypictures.com/movies/spidermanbrandnewday
• Midnight Universe / Midnight Spider-Man Trailer: https://www.youtube.com/watch?v=gXA43tBXy_o
• Lanterns (Warner Bros. Discovery Pressroom): https://press.wbd.com/us/ca/property/lanterns/videos
• Ted Lasso: https://tv.apple.com/us/show/ted-lasso/umc.cmc.vtoh0mn0xn7t3c643xqonfzy
• The Watch: America's Nuclear Mission: https://www.accessthewatch.com/
• Microsoft Surface Laptop: https://www.microsoft.com/en-us/surface/devices/surface-laptop
• Microsoft Surface Laptop Studio: https://support.microsoft.com/en-us/surface/models/surface-laptop-studio-features
• Microsoft Copilot: https://www.microsoft.com/en-us/copilot
• Grok: https://grok.com/
• xAI Grok Docs: https://docs.x.ai/grok/overview
• Meta AI: https://ai.meta.com/meta-ai/
• OpenAI: https://openai.com/
• Vercel: https://vercel.com/
• Turso: https://turso.tech/
• Public: https://public.com/
• Interactive Brokers: https://www.interactivebrokers.com/
• Robinhood: https://robinhood.com/us/en/
• Tesla: https://www.tesla.com/
• SpaceX: https://www.spacex.com/
• Starlink: https://www.starlink.com/
• Podcasting 2.0: https://podcasting2.org/
• Podverse: https://podverse.fm/
• Podcast Robot: https://podcastindexrobot.com/
• No Agenda Show: https://www.noagendashow.net/
• Apple Podcasts: https://www.apple.com/apple-podcasts/
• Spotify for Creators: https://creators.spotify.com/
• Streetwise by Lloyd Blankfein: https://www.penguinrandomhouse.com/books/780438/streetwise-by-lloyd-blankfein/

In this episode, I caught up with John for one of our most wide-ranging conversations yet. We opened with the realities of building out the distillery — sheetrock, refrigeration, fire-rated walls, inspections, racking, and the alphabet soup of compliance from local ABC to the federal TTB. Then the tone shifted when John shared a very real health update: a newly discovered mitral valve leak, more testing ahead, and the possibility of heart surgery. We balanced the seriousness with our usual back-and-forth on insurance headaches, work, family priorities, and the dark comedy of trying to keep life moving while big things are hanging over your head.

From there, we went deep into AI, media, and markets. We compared Grok, Claude, Gemini, Meta AI, Copilot, ChatGPT, and Motorola’s Qira; talked about where these systems are genuinely useful versus where they hallucinate or overpromise; and got into how AI agents, assistants, and automation may actually reshape work. We also detoured through Star Wars, Marvel, Lioness, Ted Lasso, Andor, Ahsoka, The Mandalorian, and a hilariously catchy Mace Windu parody. We closed by revisiting market structure, high-frequency trading, the old SOES-bandit era, 24-hour trading, tokenization, sports betting, prediction markets, jobs data, consumer confidence, and why some official narratives deserve a second look.

• Mace Windu:  https://x.com/SuddenlyJon/status/2103670487721415069?s=20
• Alcohol and Tobacco Tax and Trade Bureau (TTB): https://www.ttb.gov/
• Grok: https://grok.com/
• Claude by Anthropic: https://claude.com/
• Google Gemini: https://gemini.google.com/
• Meta AI: https://ai.meta.com/meta-ai/
• Northwest Registered Agent: https://www.northwestregisteredagent.com/
• Lowe’s Home Improvement: https://www.lowes.com/
• Synchrony Lowe’s Credit Card: https://www.synchrony.com/partner/lowes
• Fidelis Care: https://www.fideliscare.org/
• AmeriHealth New Jersey: https://www.amerihealth.com/
• Motorola Razr: https://www.motorola.com/us/en/smartphones-motorola-razr-2024-all.html
• Motorola Qira: https://en-us.support.motorola.com/app/answers/detail/a_id/192962/~/motorola-qira
• Bruce Markets / Bruce ATS: https://www.brucemarkets.com/
• Interactive Brokers: https://www.interactivebrokers.com/
• Public.com: https://public.com/
• Trezor: https://trezor.io/
• ChatGPT: https://chatgpt.com/
• Microsoft Copilot: https://www.microsoft.com/en-us/copilot
• Spider-Man: Brand New Day: https://www.sonypictures.com/movies/spidermanbrandnewday
• Avengers: Doomsday: https://movies.disney.com/avengers-doomsday
• Lioness: https://www.paramountplus.com/shows/lioness/
• Ted Lasso: https://www.apple.com/tv-pr/originals/ted-lasso/episodes/
• Loki: https://www.marvel.com/characters/loki/
• Andor: https://www.starwars.com/series/andor
• Ahsoka: https://www.starwars.com/series/star-wars-ahsoka
• The Mandalorian: https://www.starwars.com/series/the-mandalorian
• Mace Windu: https://www.starwars.com/databank/mace-windu
• Fidelity Investments: https://www.fidelity.com/
• FanDuel: https://www.fanduel.com/
• ShadowStats: https://www.shadowstats.com/commentaries
• The Conference Board Consumer Confidence Survey: https://www.conference-board.org/topics/consumer-confidence/
• University of Michigan Surveys of Consumers: https://soc.isr.umich.edu/
• Podverse: https://podverse.fm/
• Spotify: https://www.spotify.com/us/
• Apple Podcasts: https://www.apple.com/apple-podcasts/

Our first podcast conversation. Two friends. Comics, movies, tech, politics, markets. Named, tongue in cheek, for a bat that wouldn’t let go. 


In this Space Bat test run, John and I did what we always do: started with comics, movies, and pop-culture detours before ending up somewhere much bigger. We kicked around Spider-Man, Robert Downey Jr. as Doctor Doom, Superman, Reacher, Dune, and why so many modern franchises seem determined to trip over themselves. From there, we moved into a theme I suspect will define this show: technology is changing everything. I talked through how I’m using Grok Build, bots, and custom workflows to build software for the distillery, automate business operations, and even experiment with AI-assisted trading, while John brought the skepticism, market instincts, and hard-won perspective you’d expect from someone who’s seen more than one cycle come and go.

After that, the conversation widened the way it always does with us: media distrust, AI regulation, geopolitics, Iran, prepping, health care, old Wall Street lessons, physics, religion, aliens, and the question of whether people are actually paying attention to how quickly the ground is shifting beneath them. We also compared notes on the podcast stack itself — Cleanfeed, VoiceMeeter Banana, BUTT, Podverse, Podcast Index and more — and wrapped by committing to a regular Wednesday night schedule. Consider this episode zero: a bat-signal test, a proof of concept, and a pretty accurate preview of what happens when John and I get on the phone and just let the conversation run.

• Grok Build: https://docs.x.ai/build/overview
• Whiskey Systems: https://app.whiskeysystems.com/Account/Login?ReturnUrl=/InventoryItems
• WhiskeyOS: https://www.whiskeyos.com
• Cleanfeed: https://cleanfeed.net/
• Voicemeeter Banana: https://vb-audio.com/Voicemeeter/banana.htm
• BUTT (Broadcast Using This Tool): https://danielnoethen.de/butt/
• Tesla AI & Robotics: https://www.tesla.com/AI
• Public.com: https://public.com/
• Wealthfront: https://www.wealthfront.com/
• Palantir Leadership (Alex Karp): https://investors.palantir.com/management.html
• Anthropic Leadership: https://www.anthropic.com/company/leadership
• OpenAI: https://openai.com/
• Microsoft Copilot+ PCs: https://www.microsoft.com/en-us/windows/copilot-plus-pcs
• X Money: https://money.x.com/en
• QNAP: https://www.qnap.com/en-us
• TMOG (Task Manager OG): https://tmog.org/
• NetworkChuck Academy: https://academy.networkchuck.com/about
• Beef Maps: https://beefmaps.com/learn/rancher-direct
• HealthCare.gov: https://www.healthcare.gov/
• No Agenda Show: https://www.noagendashow.net/
• God Is Not Great by Christopher Hitchens: https://www.hachettebookgroup.com/titles/christopher-hitchens/god-is-not-great/9780446697965/
• The 12th Planet by Zecharia Sitchin: https://www.simonandschuster.com/books/The-12th-Planet-(Book-I)/Zecharia-Sitchin/9780939680887
• Podverse: https://podverse.fm/
• Podcast Index: https://podcastindex.org/apps?appTypes=app&elements=Chapters%2CValue