This week’s episode breaks down how AI is turning into an ad business, colliding with energy policy, and forcing governments and companies to rethink scale faster than expected.

Here’s a sneak peek at what you’ll get in under 5 minutes:

  • ChatGPT just introduced sponsored results for free users, and OpenAI projects $1B in ad revenue this year.

  • Multiple U.S. states are moving to freeze new data centers, threatening future cloud capacity.

  • Elon Musk proposed building AI satellite factories on the moon

  • Anthropic raised $30B at a $380B valuation, escalating the AI spending arms race.

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