Sep 15, 2026 · 6 min
Markets weigh consumer weakness, crypto uncertainty and Waystar’s sale prospects
Dave & Buster's Miss; Coinbase and CLARITY Act; Waystar Jumps
The episode connects three distinct market catalysts with a broader question about how AI and long-term planning can reshape fast-growing cities.
- 1Dave & Buster’s fell after disappointing revenue and a quarterly loss exposed pressure on its business.
- 2Coinbase and other crypto stocks slid as investors awaited uncertainty around the Senate’s CLARITY Act vote.
- 3Waystar rose on reports of an early-stage potential sale while Dubai offered a case study in planned urban growth.
Don't miss
The episode pivots from immediate stock volatility to Dubai’s long-term response to rapid population growth through planned urban innovation.
The brief
The episode opens with rapid urbanization and the challenge of making cities smarter, setting up a discussion of infrastructure, AI and long-term planning.
Dave & Buster’s declined after disappointing revenue and a quarterly loss, making the entertainment chain the first clear casualty in the Stock Movers report.
Coinbase and other crypto-related stocks fell ahead of the Senate’s CLARITY Act vote, while Waystar rose on reports of an early-stage potential sale.
The Economy of Scale segment broadens the lens: Jacob Greaves hosts a discussion with Rohit Krishnan and Estefanía Tapias about AI, smart-city systems and Dubai’s response to population growth.
The standout contrast is between short-term market reactions and Dubai’s long-term urban planning, showing how different time horizons shape economic decisions.
What was said on this episode
8 statements · 4 positive · 1 negative · 1 mixed · 2 neutral
Coinbase shares are down about 4% today and 15% year to date.
“Coinbase itself, though, is down about 4%. And down about 15 percent year to date.”
Listen at 1:58
The Clarity Act needs 60 Senate votes to avoid a filibuster.
“The bill needs 60 votes to avoid a filibuster.”
Listen at 2:09
Republicans need support from at least seven Democrats for the Clarity Act.
“Republicans hold 53 seats, meaning they have to win support from at least seven Democrats.”
Listen at 2:12
Waystar shares are up 11.5% today but down about 24% this year.
“shares of Waystar now up 11.5%. so far this morning, but down about 24% so far this year.”
Listen at 3:21
AI will compress smart-city processes and increase their speed.
“AI will allow in the smart city space to compress a lot of things. The speed will change.”
Listen at 4:15
Dubai has learned substantially from its sudden population increase.
“I think Dubai has learned a lot from a sudden increase in population”
Listen at 4:34
Dubai reacted very well to its sudden population increase.
“I think they reacted very well to it.”
Listen at 4:41
Dubai has a long-term urban planning vision.
“They have a long term urban planning vision”
Listen at 4:42
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
Dave & Buster's
Coinbase Global, Inc.
Bloomberg L.P.Listen to the full episode and explore every guest, topic, and moment on PodLume.