Geopolitical Tensions in the Chip Industry and Reactions to Government Interventions

This episode examines how pricing challenges in AI coding platforms like Cursor and Claude Code reveal a fundamental shift in the software industry. While these tools currently struggle with unsustainable economics - where users pay far less than actual compute costs - this mismatch signals AI's inevitable transition from premium software tool to essential utility infrastructure. Through analysis of emerging pricing models and the concept of "intelligence too cheap to meter," the episode explores how AI coding represents the first glimpse of a future where software operates like electricity or water - a commodity utility accessible to everyone rather than a luxury good.

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