Friday, October 2, 2026/Compiled from 11 shows at 12:25 PM ET/22 episodes reviewed · 345 quotes on file
'A MODEL BUSTER' — Hyperscalers Set to Spend $1 Trillion a Year on AI Build-Out

The Lead · heard on 2 shows

'A MODEL BUSTER' — Hyperscalers Set to Spend $1 Trillion a Year on AI Build-Out

The five biggest tech giants are on track to spend over $1 trillion annually on data centers and chips starting in 2027. The historic investment cycle, which already accounts for over half of U.S. capital spending, is fueled by an 'insatiable demand' for compute power.

The tape The a16z Show · Sep 30
“And all expectations point to them spending over $1 trillion annually from 2027.”
The $1 Trillion AI Buildout | State of Markets
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Risky Business · Soap Box: HD Moore talks OT security, frontier fearmongering and moreSep 29

110,000 HIDDEN DEVICES — Security Scan Uncovers Backdoor Access to Door Locks, Sprinklers

A recent internet scan by Run Zero found 5,000 exposed building controllers, but behind them lay a shocking discovery: over 110,000 controllable devices, including critical infrastructure like fire safety and access systems, often managed by real estate firms instead of IT departments.

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