Why New Zealand should be building data centres now

In this episode, Eric talks with Adam Jarvis, an Emergent Ventures fellow, about what happened when Anthropic held back the public release of its most powerful AI model, Mythos, and the US government then effectively banned non-US citizens from using the version it released instead, Fable. Adam argues that New Zealand is unusually well placed to host hyperscaler data centres, and that the binding constraint is not power or bandwidth but the country's inability to give investors a fast and certain answer.