

The Great A.I. Build-Out + H-1B Visa Chaos + TikTok Braces for the Rapture
1214 snips Sep 26, 2025
This week features Jeremy Neufeld, Director of Immigration Policy at the Institute for Progress, who sheds light on the impacts of the new $100,000 H-1B visa fee. He explains how it could stifle innovation for startups and universities. The discussion also dives into a jaw-dropping $100 billion deal between OpenAI and Nvidia, examining whether this signals an AI bubble or just a build-out. Finally, the episode lightheartedly covers a TikTok trend around planning for a supposed biblical Rapture, exploring its origins and cultural implications.
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AI Build-Out Is Real Infrastructure
- Massive, already-underway investments make the AI build-out an actual infrastructure project today.
- Data centers, chips and gigawatts are being deployed now, not just planned for some distant future.
Ego And FOMO Drive Reckless AI Spending
- Tech leaders are racing to over-invest because they view AI as winner-take-most and fear falling behind.
- That mix of ego and FOMO helps explain the unusually aggressive spending.
AI Spending Outpaces Historical Infrastructure
- Current U.S. AI spending projections dwarf past national projects in a single year.
- Jensen Huang estimated U.S. companies would spend about $600 billion on AI data centers this year.