Being Exponential With Luke Lango

In this episode of Being Exponential, Luke Lango breaks down the Federal Reserve’s latest decision to raise interest rates by 25 basis points, bringing the federal-funds target range to 3.75%–4.00%. The move comes as inflation remains elevated, even as the Fed continues to project solid economic growth. Markets are once again debating whether higher rates could derail growth stocks, pressure valuations, or slow the massive wave of borrowing and investment behind the AI infrastructure bo...

In this episode of Being Exponential, Luke Lango breaks down why cybersecurity could become one of the biggest second-order winners of the AI boom. As AI models become more powerful, they're creating enormous productivity opportunities—but they're also expanding the potential attack surface. From AI-powered cyberattacks and autonomous agents to protecting sensitive data and critical infrastructure, cybersecurity spending could become increasingly essential as AI adoption accelerates. Luke div...

In this episode of Being Exponential, Luke Lango breaks down the growing debate surrounding a potential slowdown in frontier AI development—and why the market's initial reaction may be missing the bigger picture. We discuss the latest developments surrounding Hugging Face and frontier AI labs, growing concerns over increasingly powerful models, warnings about catastrophic risks to humanity, and the push for stronger testing, oversight, and regulation before the next generation of AI systems i...

In this episode of Being Exponential, Luke Lango breaks down four major stories shaping the market right now—from escalating geopolitical risk to the next phase of the AI and crypto trades. We start with the Iran war and what continued conflict could mean for oil prices, inflation, interest rates, and the broader stock market. Could higher energy prices make the Fed’s job even harder—and ultimately become another obstacle for growth and AI stocks? Then, we turn to ChatGPT Astra and what the l...

In this episode of Being Exponential, Luke Lango breaks down five stocks sitting at major turning points across AI, semiconductors, aerospace, and consumer markets. We dive into Qualcomm (QCOM), Broadcom (AVGO), and Marvell (MRVL) as competition heats up in custom AI silicon. With hyperscalers increasingly developing chips specifically for their own AI workloads, could custom silicon represent the next major phase of the AI trade—and which company is best positioned to win? Luke also discusse...