1/29/25

OpenAI vs. Google: The Billion-Dollar AI War You Need to Know About - Ep. 44

(0:00) Intro – What is Project Stargate?

(1:30) AI Compute Wars & Why OpenAI is Running Out of Resources

(4:20) Microsoft, NVIDIA, and SoftBank’s Role in AI Infrastructure

(10:00) Is OpenAI a Financial Bubble?

(16:40) Who’s Actually Funding This $500B AI Project?

(22:20) Do We Really Need More Data Centers?

(25:30) Will AI Become a Monopoly or an Oligarchy?

(30:30) Who Owns the Future of AI?

(35:20) Google’s AI Advantage & Why YouTube Might Be the Key

(39:40) OpenAI’s AGI Definition is Just About Profit

(42:30) Project Stargate vs. The Manhattan Project—A False Comparison?

This week, we break down Project Stargate, a massive new AI initiative with $500 billion in projected investment. With OpenAI, SoftBank, Oracle, and NVIDIA leading the charge, this project aims to secure AI infrastructure for the future—but is it a real innovation or just a financial bubble?

We dive into the hidden bottlenecks of AI compute, Microsoft’s shifting role, and whether AI monopolies are inevitable. Is OpenAI on the verge of collapse, or is this its most strategic play yet? And who will dominate AI in the next decade—Google, OpenAI, or Elon Musk’s XAI?

Join us for a deep dive into the biggest AI power struggle yet.

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