{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"AI Neanderthal by Malcolm Werchota","title":"#56 - Is It You Paying, or Your AI Agent? Samsung Sells Batteries for AI, Huawei Goes Luxury, and Singapore Calls the Robots","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/525d1d2a\"></iframe>","width":"100%","height":180,"duration":1248,"description":"Samsung SDI's revenue is up more than 50%, partly thanks to backup batteries for AI data centers, and when AI agents start shopping for you, a merchant needs to know: is this Malcolm paying, or his agent?\n\nFresh from Shanghai, on Malcolm's first trip to China, with Beijing, Shenzhen and more cities to come, a new city every two or three days.\n\nIn this episode:\n🔋 Samsung: batteries for AI data centers (00:58) — Samsung SDI reports 52.6% more revenue, and Malcolm says the growth came from batteries for AI data centers rather than for cars. Data centers need backup batteries to bridge power gaps of a few milliseconds, like emergency power in a hospital. About 60 gigawatt-hours of energy storage equals a million car batteries side by side (he is not saying Samsung builds the cars). Then Shanghai: a quiet major road, green license plates, one million charging points, and delivery scooters that swap batteries in seconds. In Malcolm's view, that kind of infrastructure is missing in Europe.\n🚗 Huawei: AI computing and a luxury car (06:20) — Huawei is known in the West for phones and mobile networks, but on 28 October it starts a new AI computing service in Wuhan with 1,000 specialized accelerator cards, a kind of pendant to Nvidia. The hard part is making the cards exchange data fast enough, so Huawei builds the connections too. Then the car: Malcolm sits in a Maextro S800, built by JAC with Huawei, feels half Maybach and half Rolls-Royce, and calls it half an AI car. Against that, his VW ID. Buzz: in his words, VW is really bad at building and integrating software.\n💳 Tencent and Visa: you or your AI agent? (11:40) — Tencent, the company behind WeChat, and Visa. Malcolm paid a restaurant, a hotel booking and an ice cream with WeChat in the last 24 hours, plus a Photoshopped photo on the Shanghai skyline for about a euro. Visa wants in because agentic payments are next: a merchant needs to know whether Malcolm or his AI agent made the payment, especially in B2B, where...","thumbnail_url":"https://img.transistorcdn.com/0Up7tcMuVZ4o57Iv4ifZS1RwZ9v586rtihtmL6xMbcU/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9hMjM5/YzFjODNkNmY4NDNk/MDllMDE5NGQ3MjE4/NTM3ZS5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}