Welcome back to The Blockspace Podcast! Today, we look at the winners – and mostly losers – from today’s AI stock sell off as the market reacts to top AI lab CEOs calling for a slowdown to the pace of frontier lab development. On that note, we unpack why Anthropic CEO Dario Amodei is calling to “pace the frontier,” what that actually means, and the reaction from other leading CEOs and President Trump. We also cover why Oracle Executive Director Larry Ellison is pulling the plug on a sale of 50 million ORCL shares, and we interview Lygos Finance CEO Jay Patel on the recent melt-up of U.S. Treasury yields and the changes to the CLARITY Act as the bill advances toward a procedural vote in the Senate this weel.

Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices, state-by-state data center pushback, and more with the compute industry’s most powerful dashboard.

Subscribe to our newsletter to receive updates for all of our shows and content.

We’ll be in Las Vegas from Sept 28-30 for Yotta 2026 – we hope to see you there! Use code BLOCKSPACE20 at checkout for 20% off. 

👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor!

👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody.