Ep 20 - Neoclouds, ClusterMAX, Data Sovereignty, Coding Agents ROI, GPT-5 skipping benchmarks, K Prize, Ads in ChatGPT

ClusterMAX: https://www.clustermax.ai/ and https://semianalysis.com/2025/03/26/the-gpu-cloud-clustermax-rating-system-how-to-rent-gpus/ Microsoft can't guarantee data sovereignty https://www.theregister.com/2025/07/25/microsoft_admits_it_cannot_guarantee/Coding challenge https://techcrunch.com/2025/07/23/a-new-ai-coding-challenge-just-published-its-first-results-and-they-arent-pretty/Matt Berman show appearance: https://x.com/forward_future_/status/1956733158453596533Does AI have ROI? It's all soft cost: https://www.theregister.com/2025/08/18/generative_ai_zero_return_95_percent/?td=rt-3aGPT-5 skipping benchmarks https://x.com/SemiAnalysis_/status/1955028150217478177K prize: https://www.kaggle.com/competitions/konwinski-prize/leaderboardWSJ thing https://www.wsj.com/tech/ai/the-new-chips-designed-to-solve-ais-energy-problem-1ba9cac1 and https://x.com/JordanNanos/status/1949883300576928202Sam is open to ads https://mashable.com/article/openai-ceo-sam-altman-open-to-ads-on-chatgpt-one-day