Regulatory Capture Comes for the Labs
About this episode
The episode discusses regulatory challenges in AI, Oracle's recent struggles, and the implications for healthcare and energy markets.
Mike, Hunt, and Jason run the exhibits fast, then dig into the AI buildout math that keeps getting worse, Oracle’s brutal week, and a healthcare block anchored by Lilly’s 340B fight. As always, download the Cashflow Memo at telltales.us. The Cashflow Memo Key Takeaways * Oil has settled into a ~$70 floor with backwardation nearly gone (~$3 now vs. the $90 near-month / $75 twelve-month spread at the Iran peak), and Hunt reads the Strait of Hormuz drone tit-for-tat as an indefinite status quo gated by cargo insurance, not Iranian intent, while Northeast heat firms nat gas as power prices spike toward 15c/kWh. * The White House is clearing Anthropic’s Fable-05 (announced today) while still restricting OpenAI’s latest, a few-weeks delay the hosts dismiss as trivial and as the regulatory capture the labs originally lobbied for, with no real risk of Chinese models leapfrogging on the pause. * AI data center cost has jumped to $65–75B per gigawatt (up from $30–50B earlier this year) with memory alone now 30–40% of the build per Gavin Baker, and a structural memory shortage (Micron plus the two Koreans running low capex) plus rumored TSMC price hikes leave no one immune and make the…
People in this episode
Hosts: Mike, Hunt, Jason
Topics covered
- AI regulation
- healthcare
- data center costs
- Oracle performance
- energy prices
Keywords
- AI
- Oracle
- OpenAI
- healthcare
- energy prices
- data centers
- regulatory capture
Mentioned in this episode
Organizations: Oracle, OpenAI, Anthropic, Lilly, Micron, TSMC
Places: Iran, Strait of Hormuz
More episodes of Telltales
- Weekend Update - W2629
- Value Hiding in Plain Sight
- Weekend Update - W2628
- The Midyear Predictions Scorecard
- Weekend Update - W2627
- Weekend Update - W2626
Explore listener stats, chart rankings, contacts and more on the Telltales podcast page.