The AI chip squeeze, Dirty Soda mania, OCC approves Palmer Luckey’s Erebor | Diet TBPN

The podcast explores the AI industry's bottlenecks, particularly focusing on the debate between semiconductor fabrication capacity and energy production. It highlights the recursive nature of AI models and the potential for energy to become a limiting factor for AI's growth. The conversation covers the massive CapEx investments by hyperscalers like Amazon, Google, and Meta into AI infrastructure, comparing it to historical projects like the U.S. interstate highway system. The hosts also discuss the app store performance of AI tools like ChatGPT and Grok, and touch on Elon Musk's ambitious vision for space-based data centers, while also covering the "Dirty Soda" trend and its potential for market disruption.