RAM Shortage and Price Volatility

Trump has a plan to boost AI innovation. Polymarket is now street legal in the US. Google thinks it needs to double AI capacity every 6 months. Is Starlink about to face its first serious competition. And for reasons I’ll explain, the Weekend Longreads Suggestions.

• Trump aims to boost AI innovation, build platform to harness government data (Reuters)
• Polymarket Secures CFTC Approval for Regulated U.S. Return (CoinDesk)
• In Las Vegas, Kalshi Is King (The Information)
• Google must double AI serving capacity every 6 months to meet demand, AI infrastructure boss tells employees (CNBC)
• Amazon’s Starlink competitor is launching with ‘world’s fastest satellite internet antenna’ (The Verge)
• RAM prices are so out of control that stores are selling it like lobster (The Verge)

Weekend Longreads Suggestions:

• Kicking Robots (Harper's Magazine)
• The Pentagon Can’t Trust GPS Anymore. Is Quantum Physics the Answer? (WSJ)
• I’m officially done with YouTube Kids (The Verge)

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