Note sull'episodio
Alphabet is on the verge of becoming the world's most valuable company, fueled by a 43% surge thatâs closing the gap with Nvidia. Weâre breaking down the "Full Stack" advantage, Kevin OâLearyâs controversial 40,000-acre data center in Utah thatâs sparking local riots, and why Anthropic thinks fictional "evil AI" stories accidentally trained Claude to behave like a blackmailer.
In this episode, we cover:
- The Alphabet Ascency: How Googleâs parent company added $1.1 trillion in value by owning the "entire stack", from Gemini and YouTube data to a cloud business growing 63% YoY.
- Kevin OâLearyâs "Wonderland": A deep dive into the 9-Gigawatt Utah data center that uses more power than the entire state and the dramatic commissioners' vote that happened behind locked doors.
- Microsoftâs Green Energy  ...Â
Parole chiave
Alibaba Qwen 3.5Notion 3.4Stargate AIAnthropic Evil AIAlphabet vs Nvidia