Topic: Training Centers

Industry insights from a data center developer suggest a significant downturn in the AI infrastructure market, with companies like Microsoft reportedly canceling contracts. The emergence of the Chinese DeepSeek model has shifted expectations toward cheaper training methods, moving the industry focus from remote training centers to low-latency "inference" hubs. Many struggling data centers are being repurposed for Bitcoin mining, while major firms like KKR and BlackRock have already secured exits from these investments.

The United States and Indonesia are building a new $3.5 million maritime training center at the Malacca Strait to counter Chinese influence. The hosts connect this geopolitical tension to the recent negative COVID-19 reporting coming out of Indonesia.

The hosts discuss their decision to record a show on Thanksgiving Day despite the holiday. They mock the traditional American narrative of pilgrims and Indians, calling it a "cock-and-bull story." A tangent follows regarding the lack of Thanksgiving celebrations in Europe and the general ignorance of the public regarding the holiday's origins.