đď¸ EP 265: Alphabetâs $4.8T Surge & The 9-Gigawatt "Wonderland" Battle
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 Retreat: Why the explosive demand for AI infrastructure is forcing Microsoft to reconsider its 100% renewable-energy goals.
- Stargate Under Threat: Reports of geopolitical tension surrounding the $500B Stargate AI infrastructure project.
Keywords: Alphabet vs Nvidia, Anthropic Evil AI, Alibaba Qwen, Stargate AI, Notion 3.4.
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