Poolside's $58B Collapse, Baidu's Robotaxi Freeze, and What Infrastructure Fragility Means

Three stories from this cycle — a collapsed $58B data center deal, a mass robotaxi outage, and details emerging from Anthropic's leaked source code — point to the same underlying pattern: the hard problems in AI are increasingly outside the model itself. Infrastructure fragility, deployment resilience, and the measurement and identity systems surrounding AI are where the real friction lives. The episode also covers Google DeepMind's new robotics partnership and a proof-of-human identity conversation from a16z.

STORIES COVERED

Poolside's $58B Texas data center deal with CoreWeave collapses, seeks new partners — Financial Ti ...