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Explore every episode of the podcast The Pepper Report

Dive into the complete episode list for The Pepper Report. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.

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1–7 of 7

TitlePub. DateDuration
The quiet breakthrough20 Mar 202600:14:50
The sector generating the least spectacle is producing the most substance. One week in March 2026 made it impossible to ignore.
Concrete and kilowatts16 Mar 202600:17:48
AI stopped being a software story and became an infrastructure story. Nearly $700 billion in physical buildout is reshaping energy markets, breaking political coalitions, and sending electricity bills climbing.
The confidence machine13 Mar 202600:21:58
AI's most dangerous property isn't inaccuracy. It's that wrong answers arrive with the same confidence as right ones, and humans aren't equipped to tell the difference.
Consequences10 Mar 202600:11:02
Every major AI story from the past week follows the same script: something goes wrong, the responsible party performs a choreographed response, and the actual consequences land somewhere else entirely. Not a conspiracy. An operating model.
Collision course06 Mar 202600:16:12
In a single week, every thread of the AI story caught fire at once. Boycotts, chip controls, a five-year plan, frozen acquisitions, and an energy pledge. It stopped being a technology story. It became geopolitics.
$110 billion and a boycott02 Mar 202600:08:58
Tobacco, oil, and defense stocks all climbed while public opinion turned against them. The OpenAI boycott fits the same pattern — except for one structural difference.
Vibes vs. evidence27 Feb 202600:12:52
The gap between what we're spending on AI and what we're measuring from it isn't a mystery. It's a pattern — and it's playing out exactly the way it did with computers, electricity, and the dot-com bubble.
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