PodcastTBPNOctober 20, 2026
Elizabeth Holmes and Theranos, AI Data Center Forecast Jumps, Poppi’s Pepsi Deal | Diet TBPN
Semi-Analysis's bump to a 50GW 2027 data-center forecast suggests AI infrastructure buildout is outrunning near-term demand-growth skepticism.
- Theranos movie reaction: Hosts call The Dropout-style docudrama's Elizabeth Holmes 'bad founder, not magical scientist,' noting 60+ medical-device firms sold for $100M+ without fraud charges.
- Sentencing gap debated: Holmes got a 10-year sentence (reduced from 11y3mo) and faces restitution; Sunny Balwani got roughly a year longer (12y11mo) despite being positioned as less culpable.
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