$200 Billion for Data Centers... In This Economy?
NewcomerFebruary 28, 202500:17:35

$200 Billion for Data Centers... In This Economy?

Eric and Madeline break down the week that was in AI news in this episode of The Newcomer Podcast, from the unnecessary panic caused by reports of Microsoft cancelling leases for data centers to Nvidia’s quarterly earnings report. Despite tech companies moving full steam ahead on AI, including OpenAI’s launch of GPT 4.5 and Softbank’s $200 billion commitment to data centers, tech stocks dropped, which our hosts blame on the natural slower tech adoption curve and overall market uncertainty from President Trump’s chaotic policy changes.

Later in the episode, Eric unpacks Jeff Bezos’ increasing control over the Washington Post’s opinion section and tech CEOs pre-empting so-called “hit pieces” on X. The two then shout out UK-based developer tool Lovable’s $15 funding million extension and rapid growth. They close the episode with a call for readers to submit their burning questions and commentary for next week’s Newcomer reader mailbag.

Chapters:
01:40 — Microsoft’s Data Center Cancellations Is No Cause For Alarm
07:27 — GPT4.5 Is ‘Not A Frontier Model’
08:37 — Jeff Bezos’ Control Over The Opinion Section While Journalism Is In a ‘Lose-Lose’ Position
14:45 — Lovable Raises $15 Million Off Of $17 million in ARR In Just 3 Months
16:35 — Reader Mailbag: Callout For Questions