This was called out in the episode and is another good read: www.noahpinion.blog/p/will-data-...

Something that was mentioned in the podcast was how datacenter energy market pressure would likely cause a wave of NIMBYism when it comes to new datacenter placement and ultimately drive a new wave of outsourcing. I wonder what that means long term.

Another thought... given AI investment is representing ~50% of GDP growth I think it's beyond likely that this is masking an overall ailing economy. The current administration's policies are broadly detrimental to growth and without this boom driving I suspect the overall outlook is bleak.

This was such a good listen, thanks! I didn't really think about the fact that GPUs deprecate at such a relatively fast rate. With ~60% of the investment in new data centers being GPU acquisition AND firms using GPUs as collateral for significant amounts of debt... that seems bad.

"CoreWeave's (CRWV) aggressive debt strategy has sparked a wave of borrowing among AI startups, with companies like Fluidstack securing billions of dollars in loans using AI chips as collateral"

CoreWeave seems like one of the bigger risk drivers in this whole market. www.ainvest.com/news/corewea.... Borrowing against infrastructure collateral that would drastically devalue in a bubble collapse is *insane* to me.

Dude, I love that. Didn't know about the Sambars. There's a Honda kei van in the neighborhood that looks pretty incredible too. I want one.

Ahhh, maaan. Sad I missed out on this.

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