{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"AI Neanderthal by Malcolm Werchota","title":"#2 - Follow the Money","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/5752599b\"></iframe>","width":"100%","height":180,"duration":1678,"description":"For three years this was a story about models — whose model is smartest. Today it is a story about money, factories, electricity and borders. The model got cheap. Everything underneath it got expensive.\n\n🇨🇳 01:39 — Microsoft has quietly closed 15+ offices in China over five years and never announced it. China is ~1.5% of its revenue. Nobody bans you — they just make choosing you a career risk.\n🏢 05:25 — Vantage Data Centers may go public at $100 billion. Warehouses. Plus Michael Burry’s claim that the industry is understating depreciation by $176bn — and the Richmond Fed’s answer.\n🧠 10:00 — Anthropic in talks to buy Decart for ~$6bn. And the number underneath it: running a model got 99.7% cheaper in three years.\n⚖️ 12:48 — Demis Hassabis spent his last weeks as DeepMind CEO lobbying for an independent AI referee — then stepped down. Is a referee proposed by the players a referee, or a shield?\n🇮🇳 15:28 — India: a construction company just won $1.57bn to wire 10,000 Blackwell GPUs into one machine in Chennai.\n💻 17:23 — Lenovo’s record $26.9bn quarter — and the reported net loss hiding inside it.\n🚗 19:05 — Japan’s Turing wants a $10bn US listing, riding into America inside somebody else’s car.\n🌊 21:12 — Data centres that float, powered by waves. An appealing idea — not yet a working technology.\n💾 23:37 — The memory supercycle: DRAM up ~125% this year. If your product has a circuit board, your costs are going up.\n📋 25:34 — Three things for Monday.\n\nAI news for humans, not robots. Stay curious, stay human.\n\nMore: werchota.ai","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}