Full Audio + detailed Analysis at https://podcasts.apple.com/us/podcast/the-megawatt-wars-why-meta-microsoft-are-becoming/id1684415169?i=1000745771208

🚀 Welcome to a Special Deep Dive on AI Unraveled.

The era of "software eating the world" is over. We have entered the era of The Megawatt Wars, where the ultimate competitive moat isn't your algorithm—it is your ability to secure gigawatts of power before the grid collapses.

In this episode, we explore the "Infrastructure Cliff," a brutal reality where the exponential demand for AI compute collides with the stagnant supply of the global electrical grid. We dissect how Big Tech is pivoting from building platforms to building power plants, effectively becoming sovereign utilities to survive.

Strategic Pillars & Key Topics: