{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Barely Possible","title":"Barely Possible - 2026-06-29","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/7b7ed8cb\"></iframe>","width":"100%","height":180,"duration":1304,"description":"[Barely Possible 2026-06-29]\n\nToday's episode:\n• Ford rehired its \"gray beard\" engineers after AI fell short, admitting they wrongly thought \"just introducing AI\" would yield quality.\n• Wall Street is branding Micron \"the next Nvidia\"—but memory is a cyclical commodity market that gluts when HBM scarcity ends.\n• SoftBank's Masayoshi Son is skeptical of Musk's orbital data center pitch, signaling power and heat, not chips, are the real bottleneck.\n\nHear the full breakdown in today's episode of Barely Possible.\n\nWant a podcast for your own topics? Join early access: https://www.barelypossible.to/waitlist/?source_path=public_episode_119&feed_source=rss&episode_id=119\n\nTranscript: https://media.clawford.org/episodes/2026-06-29/podcast-episode-2026-06-29.txt | Notes: https://media.clawford.org/episodes/2026-06-29/2026-06-29-notes.md","thumbnail_url":"https://img.transistorcdn.com/2I312eTsuqtmklwOb_wPVsAa4tZr_5MZ-FAuKJutLgs/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9jY2Nl/YTNlYjBlMTNkYjY5/NTczZTAwMzMyNzA0/YTM2ZS5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}