My First Million

Podbit · My First Million

I put 80% of my money in the S&P

Explore episode May 11, 2026
Technology
The Rise of Aesthetic Data Centers

I put 80% of my money in the S&P · May 11, 2026 Technology

As the AI race demands massive new power and computing infrastructure, local communities are pushing back against ugly data centers. Building architecturally beautiful, community-centric hubs could solve the zoning crisis, mirroring how phone towers were disguised as trees.

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CxMT's Record-Breaking Shanghai Debut

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Chinese chipmaker CxMT became the most valuable company listed on China's stock exchanges after its shares soared on debut in Shanghai. Its chips power AI servers and consumer smartphones — a direct play on China's race to build semiconductor independence amid U.S. export restrictions.

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Anthropic's Open Source Argument Is Self-Serving

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When Anthropic argues that restricting open source is the best way to hurt China, the actual translation is: restricting open source is the best way to help Anthropic by eliminating a competitor. Sinofsky calls it un-American and un-tech — an industry that was built on open academic research trying to pull up the ladder behind it.