Sunday, July 12, 2026/Compiled from 23 shows at 7:47 AM ET/31 episodes reviewed · 341 quotes on file
‘INSATIABLE RIGHT NOW’ — AI Chipmaker Boasts $25 Billion Backlog

The Lead · heard on 3 shows

‘INSATIABLE RIGHT NOW’ — AI Chipmaker Boasts $25 Billion Backlog

The race for AI dominance has sparked an unprecedented gold rush for hardware, with companies booking capacity years in advance. One CEO warns new data centers will use more power in the next few years than the entire planet did in the last 50.

The tape All-In with Chamath, Jason, Sacks & Friedberg · Jul 10
And so, you know, we have a $25 billion backlog.
Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest Labs
3:50:00 / --:--
The David Lin Report · All Crypto To $0? Bitcoin’s Biggest Risk Is Arriving Faster Than Expected | Andrew CheungJul 10

GOOGLE WARNS: QUANTUM COMPUTER COULD BREAK BITCOIN 'SOONER THAN EXPECTED'

A white paper indicates breaking Bitcoin's encryption is closer than many think, with one expert estimating a 10% chance of a private key being recovered by 2032. Hackers could be harvesting public keys now to decrypt later.

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