PodCompanionsRewind & Research.
No Agenda #1911 · 11 October 2026
Adam Curry · Rob Dew - Sir Dewcifer
Summaries checked against captions. Speaker names are used only where the context identifies them.
3 passages
The hosts doubt that the Russian diesel deal offers lasting price relief. They compare reported futures-market gains with the volume of fuel involved and question its practical effect beyond the following week.
Kate Rooney reports conflicting annualised revenue figures and explains why they matter to AI infrastructure investors. She explicitly says CNBC has not confirmed the Financial Times report and that OpenAI has not commented.
After a CNBC package about films featuring Altman, Zuckerberg and Musk, the hosts connect negative portrayals of AI with public concern before the midterms. That electoral connection is their interpretation.
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