The New AI Infrastructure Wars I 30th April
Microsoft's Satya Nadella just declared he's ready to 'exploit' the new OpenAI deal, while first responders are saying Waymo's getting worse on the streets. Meanwhile, early reports suggest Amazon's AWS is surging but burning through cash, and OpenAI is scaling their massive Stargate project to build the compute infrastructure for AGI. From courtroom drama between Musk and Altman to SoftBank's ambitious $100 billion robotics IPO play, today's episode unpacks the battles being fought over AI's future infrastructure. Who's winning the race to power the intelligence age?
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.