Unchained Bits + Bips: Why Iran Is Trump’s Greatest Taco. Plus, Is Elon’s TeraFab ‘Bullshit’?
Mar 25, 2026
They unpack Trump’s surprise five-day pause on strikes and how markets quickly repriced oil and Bitcoin. The hosts debate Iran’s internal dynamics and regional military moves. They analyze the Fed’s divided dot plot and inflation risks. Tech and AI take center stage with skepticism about Elon’s chip fab and discussion of where AI and crypto meet in future product markets.
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Multiple Supply Pressures Could Keep Inflation Elevated
- Rising costs across commodities, chip price pass‑through, and war spending are inflationary and could keep CPI above target.
- Ram highlights Micron and TSM price moves, utility bills and fertilizer supply as inflation channels.
Monitor Asian Markets And Oil Curve For Early Inflation Signals
- Watch front‑line markets in Asia and commodity curves for early signs of persistent energy disruptions.
- Austin notes Asian equity weakness and the oil futures curve moving higher as early warnings before U.S. inflation shows.
TerraFab Lacks Credibility Given Fab Realities
- Elon Musk's TerraFab announcement is widely doubted as practical; Ram calls it 'bullshit' given fab complexity and cost.
- A 2nm fab needs far more capital, time and semiconductor expertise than Tesla currently demonstrates.