Limitless Podcast This Week In AI: OpenAI asks for Bailout / $1B Google x Apple / The Rise of TPUs
17 snips
Nov 7, 2025 Delve into the intriguing world of AI as OpenAI seeks a government bailout to secure GPU commitments. Explore a billion-dollar collaboration between Apple and Google on a powerful AI model. Discover Google's cutting-edge Ironwood TPUs and the innovative Sandbar ring, a personal AI wearable. Witness Anthropic's rise as it challenges OpenAI, while Meta grapples with financial setbacks. Finally, hear about Google's ambitious plans to utilize solar-powered AI data centers in space.
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Backstop Sparks Too-Big-To-Fail Concern
- OpenAI CFO Sarah Fryer discussed a government "backstop" to cover infrastructure commitments if OpenAI can't pay GPU bills.
- That raised questions about circular economics and whether AI players are becoming "too big to fail."
Mixed Signals On Government Support
- Sarah Fryer walked back seeking a government backstop but Sam Altman has previously said the federal government can act as insurer of last resort.
- That inconsistency fuels mistrust about OpenAI's transparency and intentions.
Hyperscalers Can Weather AI Spend
- Big tech hyperscalers can absorb heavy AI compute spending because they have other highly profitable businesses.
- That reduces immediate recession risk from AI overspend unless scaling laws collapse or firms outside AI carry the burden.