Closing Bell Closing Bell Overtime: John Arnold on Powering AI & the Rapid Rise of Sports Gambling; Space Capital’s Chad Anderson on SpaceX; Lauren Taylor Wolfe On Algos Impact on the Selloff 2/24/26
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Feb 24, 2026 
John Arnold, former energy trader and founder of Centaurus Advisors, discusses the strain AI puts on energy and supply chains and how geothermal could offer clean baseload power. He also warns about the fast rise of online sports betting and prediction markets. Chad Anderson, partner at Space Capital, explores why AI may boost the space sector and a SpaceX IPO could reshape the industry.
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AI Commoditizes Data Edge For Investors
- AI commoditizes analytics, eroding traditional edges for investors using the same tools.
- Lauren Taylor Wolfe argues shareholder activism and board-level influence remain durable sources of differentiated returns that AI can't replicate.
Use Board Activism To Build AI-Resistant Edge
- Use activism to create an enduring investment edge that AI can't reproduce.
- Wolfe describes placing partners on boards, changing management and tying pay to stock performance to align incentives with shareholders.
Compute Demand Widens Capacity Gap
- Compute demand is massively outpacing hardware supply, creating years-long backlogs and capacity competition.
- Ben Beharin (Creative Strategies) explains hyperscalers and frontier labs are building greenfield data centers and rip-and-replace cycles to meet AI workloads.