Hosts: Lenar Kess, Damra Vol. The binding constraint in AI stopped being the model and became physical: a fab that can't keep up, a grid that has to find ten reactors' worth of power, and a neighbor who can file a lawsuit. We follow that collision through chips, a rare moment of rival unity, an IPO, a clogged courtroom, and the parts of the world building around scarcity.TSMC's C.C. Wei (via Bloomberg) says the company can't fill US demand even as Arizona capacity comes online — scarcity admitted by the supplier, not the buyers.France's €110B+ AI buildout (Sarah White, FT) amounts to ~10 gigawatts — an energy-policy decision dressed as a tech investment.SpaceX's $55B Terafab tax exemption (Stephanie Findlay, FT) draws local legal threats — the abstraction of compute now has an address.Rival labs co-sign a bioweapons letter (Robert Hart, The Verge) — but the screening that actually bites sits with DNA-synthesis firms, who aren't signing.Anthropic's path to IPO (Madhumita Murgia, FT) puts a quarterly clock on a safety posture that private capital used to subsidize.Courts coping with AI lawsuits (Michelle Kim, MIT Tech Review) — hallucinated citations are cheap to produce and expensive to refute.Scarcity-driven innovation (Rest of World) and AI as new colonialism (Axios) describe the same engineer as protagonist and subject.Can generalist agents automate data curation? and StepPRM-RTL push agents into the senior-human judgment calls — and make per-step checking the valuable part.
