This Week in Startups

OpenAI’s latest “bizarre” mega-deal, datacenters in space, previewing Tesla’s big announcement and more | E2189

66 snips
Oct 7, 2025
OpenAI's latest deals with AMD and NVIDIA raise eyebrows as discussions unfold about whether they're part of a fragile AI economy. Tesla's upcoming reveal hints at innovations, including intriguing fan technology. The conversation takes a cosmic turn with datacenters in space, exploring their thermal designs and launch costs. A thought-provoking inquiry into why we still lack a lunar base adds depth, while a playful game about startup pitches keeps the banter lively. Tune in for insights into the evolving tech landscape!
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ANECDOTE

Texas Hunting And Culture

  • Jason describes Texas life: people hand each other meat and often wear guns on their hips.
  • He enjoys the culture and notes he's deep into his second year living there.
INSIGHT

OpenAI’s Circular Hardware-Equity Deals

  • OpenAI is securing massive GPU capacity through unconventional equity-for-hardware deals that blur traditional investment lines.
  • These circular arrangements risk regulatory scrutiny and create leverage if demand for AI compute softens.
INSIGHT

Compute Buildout Could Be Overcapacity

  • Prebuying huge compute capacity is reminiscent of dot-com overbuild and could outpace actual demand for AI services.
  • If usage levels off, these commitments could leave companies with stranded capacity and financial risk.
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