Skip the Noise
The market's best podcasts, distilled. What changed this week — and why it matters — in 5 minutes.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 11 | Founded | 3 months ago | Last Issue | a month ago |
| Active | |||||
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skipthenoise.substack.comLatest Issues
When an AI data centre has no power, who pays?
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Last week’s strongest conversations were about physical capacity: who pays when an AI data centre cannot get power, and what happens if demand for launches grows faster than the rockets available. Elsewhere, guests discussed...
Power, debt and the next uses of AI
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This week's conversations covered the cost of getting data centres running, the borrowing needed to fund them, and the services AI could turn into businesses. Bloom Energy and copper supplied the clearest examples of the phys...
What does a finished AI task actually cost?
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An AI bill covers only part of the cost of using it. Someone may still need to check the result, fix mistakes and try again. This week, several conversations explored where those costs fall.
The shift
On Friday's TBPN di...
What Nvidia's quarter does — and doesn't — prove
Skip the Noise · Aug 24-30, 2026 · What actually changed, from 30 hours of investing and tech podcasts.
Demand for AI infrastructure is still growing at an extraordinary pace. The harder question is whether the returns will eventually just...
The cost of money is back
The 30-year Treasury yield hit a 19-year high just as the AI build-out leans harder on debt. Plus Moderna's cancer-vaccine breakthrough and Berkshire buying again.
Long-term borrowing costs jumped to their highest level since 2007 this wee...
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Authors
The writers behind this newsletter.
The best investing insights are scattered across dozens of podcasts. Every week, Skip the Noise listens for you, separates signal from noise, and delivers the market’s biggest shifts in a five-minute briefing.
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