# ai buildout (audio feeds) — RSS Amplifier Recent posts from the 1 feeds in the RSS Amplifier directory that cover ai buildout. Page: Feed: --- ## [This Time, the Hare Beat the Tortoise](https://telltales.substack.com/p/this-time-the-hare-beat-the-tortoise) _2026-08-19 · Mike Nicoletti · Telltales_ BioNTech kept $15 billion. Moderna spent down to $3 billion, and got to the cancer readout first. [Listen](https://api.substack.com/feed/podcast/211925534/f88daea538b21cd15b8dc31172d179a6.mp3) ## [Weekend Update - W2633](https://telltales.substack.com/p/weekend-update-w2633) _2026-08-16 · Mike Nicoletti · Telltales_ The AI buildout outgrew its own cash flow, and this week the invoices got itemized [Listen](https://api.substack.com/feed/podcast/211337170/2cf46afda38685d2146d3b55b246a75c.mp3) ## [Sold Out Through 2028](https://telltales.substack.com/p/sold-out-through-2028) _2026-08-14 · Mike Nicoletti · Telltales_ AWS can't meet demand, turbines aren't available, and a 2020 Nvidia chip just took a 25% price hike [Listen](https://api.substack.com/feed/podcast/211134139/9d9e570ef2f007c32dbfcf73e18b7937.mp3) ## [Weekend Update - W2632](https://telltales.substack.com/p/weekend-update-w2632) _2026-08-10 · Mike Nicoletti · Telltales_ Why a Q2 beat bought nothing this week, and $18 billion of biotech changed hands [Listen](https://api.substack.com/feed/podcast/210604130/be71354ec16f48e97834fce360c8dd5a.mp3) ## [900 Gigawatts, 90 Gigawatts of Grid](https://telltales.substack.com/p/900-gigawatts-90-gigawatts-of-grid) _2026-08-05 · Mike Nicoletti · Telltales_ Texas just put the AI buildout on a 12-month clock [Listen](https://api.substack.com/feed/podcast/209992223/ba5d0439148eb92a865395d90eb2715a.mp3) ## [Weekend Update - W2631](https://telltales.substack.com/p/weekend-update-w2631) _2026-08-02 · Mike Nicoletti · Telltales_ Microsoft got paid for spending. Meta got billed for it. Same week, same build. [Listen](https://api.substack.com/feed/podcast/209494812/f397af5f47279f210e6a378cf08776f7.mp3) ## [Open Weights vs Closed Labs](https://telltales.substack.com/p/open-weights-vs-closed-labs) _2026-07-29 · Mike Nicoletti · Telltales_ Why hyperscalers want free models — and Anthropic doesn't, $80 oil, and a page-by-page Cash Flow Memo hunt [Listen](https://api.substack.com/feed/podcast/209042034/023c1dd6eeef1a05325443487143a920.mp3) ## [Mike & Jason on the Capital Alliance Podcast](https://telltales.substack.com/p/mike-and-jason-on-the-capital-alliance) _2026-07-27 · Mike Nicoletti · Telltales_ Before the fund, they were operators ## [Weekend Update - W2630](https://telltales.substack.com/p/weekend-update-w2630) _2026-07-27 · Mike Nicoletti · Telltales_ AI capacity got contracted through 2030, and the only company collecting cash this week was selling turbines [Listen](https://api.substack.com/feed/podcast/208628382/2221b238c32ddecc269dc704dc72f02d.mp3) ## [Stay updated on your professional world (Sponsored)](https://crawlproof.com/a/Y50sjtwjx6q8) _2026-07-27 · **Sponsored**_ Keep in touch with people you know, build your career. ## [Where the Value's Hiding in an Expensive Market](https://telltales.substack.com/p/where-the-values-hiding-in-an-expensive) _2026-07-22 · Mike Nicoletti · Telltales_ 20 cash-flow pages, and the best ideas are the unloved ones - Regeneron over Lilly, BioNTech over Moderna, and a data-center gas trade that isn't there. [Listen](https://api.substack.com/feed/podcast/208134272/a3460771b3484adc1c7d5a368beb95fe.mp3)