Equity Are data centers the new oil fields?
37 snips
Nov 14, 2025 A staggering $580 billion will be poured into AI data centers by 2025, eclipsing oil investments, which poses a dilemma for the environment. The conversation dives into the implications of this shift on energy grids and climate tech. Hosts also discuss a significant $100 million Series A for an AI customer service startup and the resurgence of SPACs through a Swedish electric truck firm. On the cybersecurity front, concerns about government spyware targeting journalists and critical infrastructure hacking by Chinese groups are raised.
AI Snips
Chapters
Transcript
Episode notes
Human-Made Credit Card
- Vince Gilligan added a card in Pluribus credits saying the show was made by humans to signal no generative AI was used.
- Hosts treat such disclaimers as a likely emerging cultural standard for media authenticity.
Customer Service As Agent Beachhead
- Wonderful raised a $100M Series A by focusing on AI agents for customer service and rapid global expansion.
- Their local teams and cultural nuance approach helped them scale to many countries quickly.
Why Agents Start With Support
- Customer service is a low-risk, high-reward sector for AI agents because user expectations are already low.
- Embedding deeply into company systems makes future expansion into other functions easier.