Podbit · Pivot
The largest cloud companies will spend $600–700 billion on AI infrastructure this year, but CFOs are pulling back because they can't show ROI. Scott Galloway predicts a basket of AI infrastructure stocks — NVIDIA, Astera, Marvel, Vertiv, CoreWeave, and the hyperscalers — will fall 20–40% in the next 12 months.
New York just became the first US state to put the brakes on large AI data center development. Governor Kathy Hochul's moratorium could last up to a year while the state writes new environmental and energy standards — and she wants to strip away sales tax exemptions too, as dozens of other states watch closely.
Chuck asked his home voice assistant whether Ireland qualified for the World Cup. It replied: 'No. Ireland is in Ireland.' Chuck clarifies this was not a joke. The hosts use it as a jumping-off point to skewer AI overviews and the gap between AI hype and reality.
Every prior technology — railroads, computers, the internet — was a tool to speed up productivity. AI is the first technology with autonomy: you give it a job and don't tell it how, and it figures it out. That single quality changes everything.
Howard Marks wrote a skeptical AI memo in December, then rewrote it entirely in February after his son Andrew — a VC working with AI daily — told him too much had changed. This is second-level thinking applied to your own beliefs: get new facts, update your view.
A Cambridge University study based on interviews with 27 former Boko Haram fighters found the group uses AI chatbots to design explosives, plan attacks, and improve surveillance. One member said AI told them which chemicals to add to make their bombs bigger. ISIS has its own dedicated AI units.
Even if US AI companies add safety filters, open-source replicas won't have them — and there will be a dark AI just like there is a dark web. Ben Rhodes says the US and China, the two AI superpowers, have had zero diplomatic dialogue about any of this. No legislation, no international summits, nothing.
Nicole Perlroth's reporting at the New York Times revealed that North Korea trains elite coders and gets them hired as IT employees at major US tech companies, giving them insider access to critical systems. Some companies, knowing this, are reluctant to fire them because they're genuinely good at their jobs.
In 1989, Bob Lazar described a 'hand reader' at S4 — a metal plate with small alignment pins that measured your bone structure. For years it sounded like science fiction. Then the device was confirmed: it was called the IdentiMat, and top-secret Nevada bases really did use it. It had been discontinued by 1987 — but Lazar's description was eerily accurate.
The founding idea behind AI Scout was radical simplicity: take the same protocols used in elite sports labs — the sprints, the jumps, the movement analysis — and put them in a free smartphone app. Any kid, anywhere, could then be assessed with the same rigour as an academy player.
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