Podcast
Conversations with founders, operators, investors, and policymakers building and financing the infrastructure of tomorrow.
Featured Episodes
The Nuclear Power Purchase Agreement: Inside the Constellation-Microsoft Deal
How Constellation structured the first nuclear PPA for AI data centers, the economics of restarting Three Mile Island, and why they see demand exceeding supply for clean baseload power through 2035.
AI at the Speed of Relevance: Deploying LLMs in Defense
The gap between commercial AI advancement and defense deployment timelines, how AIP changes that calculus, and why Palantir views itself as the operating system for the AI-enabled military.
Powering the AI Supercycle: Grid, Nuclear, and What Comes Next
The energy math behind AI infrastructure, America's competitive position in power generation, the case for an all-of-the-above energy strategy, and the infrastructure investment required to sustain AI-led economic growth.
All Episodes
The Nuclear Power Purchase Agreement: Inside the Constellation-Microsoft Deal
How Constellation structured the first nuclear PPA for AI data centers, the economics of restarting Three Mile Island, and why they see demand exceeding supply for clean baseload power through 2035.
AI at the Speed of Relevance: Deploying LLMs in Defense
The gap between commercial AI advancement and defense deployment timelines, how AIP changes that calculus, and why Palantir views itself as the operating system for the AI-enabled military.
Building the AI Supercloud: CoreWeave's Infrastructure Bet
Why CoreWeave bet everything on NVIDIA GPUs in 2017, the decision to go from crypto mining to AI cloud, their IPO journey, and the infrastructure capex required to serve the next wave of AI model training.
From 0 to Orbit: Rocket Lab's Path to Reusable Medium Launch
Starting Rocket Lab in a New Zealand garage, the decision to build Neutron for medium-lift competition with SpaceX, the economics of reusable launch, and why vertical integration is the only path to sustainable space infrastructure.
Crisis to Comeback: CrowdStrike's Playbook After the Outage
The 24 hours after the July 2024 outage, the technical post-mortem, customer retention decisions, and how CrowdStrike is using the experience to rebuild trust and deepen platform consolidation.
Autonomous Systems at Scale: The Pentagon's AI Moment
How the DoD's technology adoption is changing, the Replicator drone initiative, procurement reform under pressure, and which commercial technologies are actually making it into the force.
Powering the AI Supercycle: Grid, Nuclear, and What Comes Next
The energy math behind AI infrastructure, America's competitive position in power generation, the case for an all-of-the-above energy strategy, and the infrastructure investment required to sustain AI-led economic growth.
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