Palantir's Crash, Archer's Plunge: Is the AI Gold Rush Built on Infrastructure at Risk of Sabotage?

08/11/2025 19 min Temporada 1 Episodio 186
Palantir's Crash, Archer's Plunge: Is the AI Gold Rush Built on Infrastructure at Risk of Sabotage?

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Episode Synopsis

Introduction:
In today’s episode, we dive into the complex world behind the AI revolution, starting with the $13 billion investment by Big Tech in underwater communication cables. These nearly one million miles of subsea infrastructure carry over 95% of international data and have become a crucial battleground in a new geopolitical struggle, raising concerns about potential sabotage and digital sovereignty. We then turn to insights from a Federal Reserve official who warns that the booming demand for stablecoins might force the Fed to cut interest rates, reshaping monetary policy in the digital finance era. Next, we examine Palantir’s soaring valuation and CEO Alex Karp’s fierce response to short sellers amid a plunging stock price, revealing the high-risk venture mindset around cutting-edge AI “ontology” technology. The episode further explores Archer Aviation’s challenges after an 8% stock drop following a $650 million share offering aimed at securing a 2028 LA Olympics air taxi hub, highlighting the fierce race for FAA certification and market leadership. Finally, we break down the prolonged delay of Grand Theft Auto 6 to late 2026, unpacking Rockstar Games’ pursuit of perfection amid technical hurdles and intense fan expectations, and what this means for the future of major game development ecosystems.

Content and Timestamp:
00:00:53 The Hidden Wires of AI: How Subsea Cables Fuel the Future and Face Growing Threats
00:05:01 Fed Governor Miran: Stablecoin Boom Could Drive Down US Interest Rates
00:08:37 Palantir CEO Alex Karp Lashes Out at Short Sellers Amid Stock Plunge
00:12:54 Archer Aviation's Stock Plunges 8% After Share Sale and LA Airport Acquisition
00:16:38 GTA 6: The Perpetual Delay - Why Rockstar Keeps Fans Waiting

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