Compute, Capacity, and Hype

A lot of this week comes down to one question: who actually controls compute, and what stories get told around that control? Because once you look past the headlines, a bunch of supposedly separate stories start rhyming: chip architecture, token pricing, giant cloud deals, and even regulation.Why chip basics matterTPUs, GPUs, and the real tradeoffsAnthropic, SpaceX, and the meaning of profitabilityOpenAI, token pricing, and selling capacity like cloudGoogle's counterplayCompute scarcity, safety, and regulationAdoption, jobs, and the missing middleContent integrity and institutional stressThis podcast was created with Podkey. Make your own at https://podkey.fm