The big story from this round of tech earnings is capital expenditure, namely on data centres and compute. Many hundreds of billions of dollars are being spent on AI infrastructure between the tech majors. In this ep we dive into it in more detail. 

The big story from this round of tech earnings is capital expenditure, namely on data centres and compute. Many hundreds of billions of dollars are being spent on AI infrastructure between the tech majors. In this ep we dive into it in more detail.&nbsp;

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The number one podcast about tech business and culture, from James "JR" Hennessy and Raph Dixon.

Welcome to the member zone.
The number one podcast about tech business and culture, from James "JR" Hennessy and Raph Dixon.

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The number one podcast about tech business and culture, from James "JR" Hennessy and Raph Dixon.

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Capexplosion (PREMIUM)

Speak of the breville! Bit of a grab-bag for this episode:
RAM-ageddon is so over/we are so back?
ARM making CPU's for data centres
Raph met someone important
New definition of AGI
Allbirds shoes post-ZIRP
Jensen Huang is annoying

Speak of the breville! Bit of a grab-bag for this episode:
<ul>
<li>RAM-ageddon is so over/we are so back?</li>
<li>ARM making CPU's for data centres</li>
<li>Raph met someone important</li>
<li>New definition of AGI</li>
<li>Allbirds shoes post-ZIRP</li>
<li>Jensen Huang is annoying</li>
</ul>

RAM, ARM, Shoes and Coffees

Anthropic CEO Dario Amodei has graced the land of plenty this week, opening an office in Sydney before swinging by Canberra to put the fear of god into our elected officials on big, spooky, scary AI bots coming to take your job and wife. The boys use this as a springboard to examine Australia's relationship with AI and data centres, whether these execs are trying to 'pull the ladder up behind them', and leaks possibly detailing Claude's next model.
Also, a brief chat about what will come of that Meta court case loss.

Anthropic CEO Dario Amodei has graced the land of plenty this week, opening an office in Sydney before swinging by Canberra to put the fear of god into our elected officials on big, spooky, scary AI bots coming to take your job and wife. The boys use this as a springboard to examine Australia's relationship with AI and data centres, whether these execs are trying to 'pull the ladder up behind them', and leaks possibly detailing Claude's next model. Also, a brief chat about what will come of that Meta court case loss.

Claude Down Under

Anthropic CEO Dario Amodei has graced the land of plenty this week, opening an office in Sydney before swinging by Canberra to put the fear of god into our elected officials on big, spooky, scary AI bots coming to take your job and wife. The boys use this as a springboard to examine Australia's relationship with AI and data centres, whether these execs are trying to 'pull the ladder up behind them', and leaks possibly detailing Claude's next model.

Also, a brief chat about what will come of that Meta court case loss.

If you like the pod, chuck us a review on your podcast player of choice, or go to downround.net to sign up for PREMIUM to get ad-free listening PLUS an extra episode every week.

Anthropic CEO Dario Amodei has graced the land of plenty this week, opening an office in Sydney before swinging by Canberra to put the fear of god into our elected officials on big, spooky, scary AI bots coming to take your job and wife. The boys use this as a springboard to examine Australia's relationship with AI and data centres, whether these execs are trying to 'pull the ladder up behind them', and leaks possibly detailing Claude's next model.
Also, a brief chat about what will come of that Meta court case loss. If you like the pod, chuck us a review on your podcast player of choice, or go to <a href="https://www.downround.net">downround.net</a> to sign up for PREMIUM to get ad-free listening PLUS an extra episode every week.

Capexplosion (PREMIUM)

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