▶ 31:48 · $OPENAI · OpenAI coding path to AGI makes Microsoft frontier leader

episode briefing

Ep. 024 - SpaceX's 10GW Plan Drives $300B ARR by 2027 (Datacenter, Energy)

2026-08-09 · 12 company · 12 thematic

sentiment

7 bull1 bear4 neu

speakers

First author of SemiAnalysis SpaceX 10GW article; leads inference economics modeling (Inference X) and supply chain tracking for AI data centers.

jordan

Co-host who shares Apple design reactions and WWDC observations from team members.

rick

SemiAnalysis data center permitting and construction expert; tracked 1M+ US sites for power/warehouse availability, turbine supply, and labor bottlenecks.

quote

“if you believe that coding is the path to AGI and and coding, you know, turns into all of these other models, then Google is certainly behind and they they need to catch up and all of the signals we're seeing from them is that they are not…”

—jordan

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