Did the Election Just Stall the AI Build-Out?
Summary
This episode covers the political backlash against AI infrastructure, noting that Democratic gubernatorial victories in Texas, Georgia, and Ohio have triggered data center moratoriums that threaten billions in AI build-out investments. It also details Apple opening Siri AI to all developers and Google's decision to turn off K-12 AI tools by default, effectively linking search access to AI adoption. Finally, the show highlights how fintech Revolut cut coding inference costs by 90% by self-hosting open-weight GLM models instead of using commercial tools.
Topics discussed
Intro: Election results, Siri, Google, and Revolut
Sponsor: Rubrik Agentic Cyber Resilience
Democrats win governorships on data center moratoriums
State-by-state impact: Texas, Georgia, and Ohio
Market reaction and infrastructure delays
Impact on Elon Musk, Neoclouds, and NVIDIA
Apple opens Siri AI to all developers
Sponsor: Home Title Lock fraud protection
Sponsor: Avid Exchange AP automation
Google turns off K-12 AI by default in 2027
Revolut cuts AI coding costs by 90% with GLM
Outro and preview of tomorrow's episode
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