PodcastTBPNOctober 19, 2026
"You Can See Everything" Sparks Debate, 17% GDP Growth Please, Call of Duty Campaign Review | Katie Drummond, Bing Gordon, Daksh Gupta, Jean-Denis Greze, Quinten Farmer
AI infrastructure buildout (50GW by 2027) and agent-layer startup funding continue accelerating even as internal AI-lab growth forecasts (17%+ GDP) look increasingly extreme.
- Pizza giveaway disaster: Brett Adcock's new app Hark gave away/promised $1M in free pizza but required invasive Google/Gmail permissions, sparking an FTC-complaint joke and PR backlash.
- Data center buildout accelerates: SemiAnalysis raised its 2027 data center capacity forecast to 50 gigawatts, arguing supply will outpace even bearish demand/ARR concerns.
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