Episode Mentions
Better Offline · Apr 24, 2026
Monologue: How OpenAI Kills Oracle
“Land developer and power provider for Stargate Abilene; leases land from Lancium and manages power delivery to Oracle”
AI data center infrastructure economicsOpenAI financial sustainability and burn rateOracle's Stargate project costs and timeline
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This Week in Startups · Apr 2, 2026
How 3 CEOs Use AI to Run $10B in Companies | This Week in AI
“Data center operator with closed-loop water cooling systems for AI infrastructure”
Large Tabular Models (LTMs) for Enterprise AIStructured Data vs Unstructured Data in AIAI Data Center Infrastructure and Bottlenecks
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TBPN · Mar 24, 2026
Hill & Valley Gigastream, Apple's Next CEO, OpenAI's Non-Profit | Scott Nolan, Sarah Guo, Casey Handmer, Shaun Maguire, Delian Asparouhov, Zach Dell, Ryan Petersen, and Chase Lochmiller
“CEO Chase Lochmiller covered AI infrastructure bottlenecks and energy solutions”
Apple CEO succession planningAI infrastructure bottlenecksPrivate credit market stress
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BG2Pod with Brad Gerstner and Bill Gurley · Oct 31, 2025
All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner
Microsoft-OpenAI Partnership RestructuringAI Compute Infrastructure InvestmentAGI Development Timeline
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