{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Zero Shot (Private)","title":"Energy engineers, SaaS prices and the moment of AI truth, Broadcom and the bubble","html":"","width":"100%","height":180,"duration":3209,"description":"Welcome back to Zero Shot, where Brady, Praveen, and Rohin take on the big ideas and latest developments in artificial intelligence every Wednesday.\nThis week, Praveen looks at a new future career in India—the energy engineer. With Amazon and Microsoft committing to a combined $52.5 billion of investments in India, these tech giants’ data centres will require immense power. India currently doesn’t produce enough renewable energy to service this demand, and even if there were enough power, there are other hurdles.\nRohin considers how SaaS companies are contending with an existential crisis. If their clients can replace their software with AI agents, then what value do SaaS companies hold in the future? Some providers have opted to insert AI capabilities into their products and raise their prices, but that is not sustainable in the long run. \nBrady looked at Broadcom’s stock slump and provided another way to think about the AI investment bubble. The company designs chips for Google. Its revenue has shot up but the company is trapped in fulfilling contracts with lower margins. This all comes down to the picks-and-shovels vendors being unable to capture value in the AI supply chain. It’s another sign that the likes of Google, Microsoft, and Meta will reap the biggest benefits, no matter how the business of AI transforms in the coming years.\nThe cover art of Zero Shot is generated by AI. Everything else is made by humans.\nWe love to hear from our listeners! If you have comments, critiques, or suggestions, write to us at zeroshot@the-ken.com. \n*\nAdditional Reading\n\nTower of the Sun\nhttps://en.wikipedia.org/wiki/Tower_of_the_Sun\n\nI’m Kenyan. I don’t write like ChatGPT. ChatGPT writes like me\nhttps://marcusolang.substack.com/p/im-kenyan-i-dont-write-like-chatgpt\n\nThe Ken’s Case-Build Competition: Disrupt the Incumbents\nhttps://the-ken.com/case-competition-2025/submissions/ \nMicrosoft and Amazon’s multibillion-dollar bets on India...","thumbnail_url":"https://img.transistorcdn.com/YTcRU8KZpp2mGI96ya9mIQRwY7kYM27GtERBjRl66gg/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS81OTQ0/NmZhMzM4NjA4ZjJl/ZTcwYmM2MTgzN2Jl/YTAyMy5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}