{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Buying Into the Singularity","title":"The AI Boom Is Actually an Industrial Revolution — Samo Burja","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/28c780f7\"></iframe>","width":"100%","height":180,"duration":6425,"description":"The AI boom is usually told as a software story. In episode 1 of “Buying Into the Singularity,”  Reserve co-founder and CEO Nevin Freeman sits down with Samo Burja — founder of Bismarck Analysis and author of the Bismarck Brief — to make the case that it's really an industrial one: a physical buildout running through chips, TSMC and ASML, gas turbines, atomically-polished mirrors, LNG, cement and steel, big enough to “restart the engine of industrial society.”\nAlong the way: whether this civilization actually reaches the singularity, who ends up controlling superintelligence, why the scaling hypothesis might be the most pro-human one, the data-center “water” myth, live players vs. dead players, and where Samo thinks the real opportunities are hiding across the AI supply chain.\nGuest: Samo Burja — https://x.com/SamoBurja\nHost: Nevin Freeman — https://x.com/nnevvinn","thumbnail_url":"https://img.transistorcdn.com/7Z3A4f1vg8BPjsjGS0At_vyVfEzrhHEp-nX-jlry9t8/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9jNzkw/NGIxMWY1MDU3ZGU0/MzkyZmU4MjgyYWE1/NWEyZC5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}