The Prof G Pod

Scott Galloway: Stop Demonizing Billionaires and Start Taxing them | Office Hours

AI's capex boom is the second largest share of use GDP in history. bigger than the railroads, second only to the I think the Louisiana purchase, and there's the build out of the electrical grid, the highway system, uh the Apollo program, although that wasn't very big, and then the internet and sort of the telco infrastructure.

The Prof G Pod

Scott Galloway: Stop Demonizing Billionaires and Start Taxing them | Office Hours

AI's capex boom is the second largest share of use GDP in history. bigger than the railroads, second only to the I think the Louisiana purchase... unlike past tech booms, Facebook, Instagram, Door Dash, it's fundamentally a supply side story about making chips, building data centers, and powering them. It's money creating demand for energy, not the reverse.

The Business of Tech

Is Starlink eating rural NZ?

The problem is what you don't see on the box, the resilience, sovereignty and competition risks that come when a growing chunk of rural New Zealand's connectivity, including some mobile towers, schools and businesses, depends on a single foreign owned satellite provider.

Decoder with Nilay Patel

How Sundar Pichai is rethinking Google for the AI era

For the first time, we have such a common infrastructure powering all of them with our Gemini models and the underlying AI infrastructure. So we are more able to, with intent, do things which cut across things.

The Business of Tech

Is Starlink eating rural NZ?

Outside of defense and a few security sensitive corners of government, there's been remarkably little strategic thinking about what happens if Starlink stumbles, changes its business model, or simply decides New Zealand isn't a priority market anymore.

Invest Like the Best with Patrick O'Shaughnessy

Gavin Baker - Watts and Wafers - [Invest Like the Best, EP.473]

the two physical constraints that in Gavin's view will dictate the next phase of AI. On power, he thinks the near-term shortage starts to ease in 2027 and 2028 as new sources of energy come online, and that orbital compute solves it in the long term. On wafers, he explains what is different this time from the dotcom bubble and why TSMC's capacity decisions may be the single most important variable to watch.

The a16z Show

Energy, Minerals, and the Physical Stack Behind AI

With the US more than 50 years behind China in critical mineral supply and grid infrastructure built on systems designed a century ago, they examine where the real bottlenecks are and how to move faster.

Invest Like the Best with Patrick O'Shaughnessy

Scott Nolan - SpaceX, Founders Fund, and Rebuilding American Uranium Enrichment - [Invest Like the Best, EP.467]

Scott believes enrichment is the single bottleneck to a nuclear future, and that the window to solve it is narrow.

Decoder with Nilay Patel

Cisco CEO Chuck Robbins wants data centers in space

But without Cisco's actual routers and switches and silicon — and the software to make those things work — there's no internet, no cloud, and no AI.

EconTalk

The Unseen Work: Stewart Brand on Maintenance and Civilization

maintenance, the quiet act of keeping things going, turns out to be the hidden force behind success and failure in nearly every domain of human endeavor

Throughline

How Saudi Arabia shaped Silicon Valley | Throughline

Billions of Saudi dollars were already reshaping the US economy. And now many of those tech companies are vulnerable as Iran targets their infrastructure in Saudi Arabia and other Gulf countries in the ongoing war.

Pivot

Kara Swisher Explains Why Airport Chaos is "Trump's Chaos"| Pivot

Probably the most obvious investment in the middle class is investments in infrastructure. Because when people can get to work, when people have more opportunities, when people can spend more time with their families, when people have an absence of stress, when they can take their kids to Disneyland, you know, that's that's accretive to the prosperity of their life.

The a16z Show

The Missing Power Layer of Modern Warfare

As the battlefield becomes more distributed and electronics-heavy, the Army's legacy power infrastructure, built around diesel generators and lead-acid batteries, is struggling to keep up.

The a16z Show

Why Every Satellite Needs Earth | Northwood CEO on a16z

Northwood is building the systems that connect satellites back to Earth, enabling faster, more scalable space missions.

TED Radio Hour

Curious stories of coexistence

And it is kind of a city in a jungle. A city-state home to 6 million people and all kinds of high-tech companies all surrounded by trees and waterways.

Semafor

Blackrock Infrastructure Summit: State Spotlight | Semafor Media Partner

When infrastructure doesn't work for people, it hurts the family. It hurts her home budget money out of her rent or child care. And so for me, it was that that moment where it really crystallized when the fundamentals aren't working. People on the margins pay the dearest price for it.

TBPN

FULL INTERVIEW: Alex Epstein on The Oil Market’s Biggest Geopolitical Threat

roughly 20% of the world's oil production is flowing through that every day and so whether you're looking backward or looking forward there is no replacement whatsoever for opening that strait and keeping it open.

The Business of Tech

Australia's new unicorn and its digital twins

So what if you could build a living, breathing, physics based model of the entire grid, every pole line and transformer and watch how it actually behaves in a storm or when you plug in a wind farm or aluminum smelter sized data center.

The Business of Tech

Australia's new unicorn and its digital twins

So what if you could build a living, breathing, physics based model of the entire grid, every pole line and transformer and watch how it actually behaves in a storm or when you plug in and you wind farm or aluminum smelter sized data center.