AI Capital and Compute Bets

A lot of this week's AI story boils down to one question: are we seeing real industrial buildout, or very polished financing narratives wrapped around it? Probably some of both, and the interesting part is figuring out where the solid ground ends and the sales deck begins.OpenAI's IPO option and product logicSpaceX, orbital compute, and valuation storytellingThe scramble for chip capacityCompute futures and the financialization of AIGovernance, public stakes, and nationalization fearsWhere AI productivity actually comes fromThis podcast was created with Podkey. Make your own at https://podkey.fm