Understanding the Infrastructure That Powers AI: Data Centers, Chips, and the New Energy Reality
Unless you’ve been completely disconnected from the news cycle, it’s impossible to ignore the explosion of conversation around data centers, energy demand, and AI infrastructure. These topics aren’t abstract anymore—they’re reshaping local communities, capital markets, and the future of technology itself. Living in Northern Virginia, particularly Loudoun County, makes this reality impossible to miss. This region is now the largest data center market in the United States by capacity, with more than 3,000 megawatts of installed power—roughly six times larger than the next biggest market, the Dallas–Fort Worth area. That concentration alone tells a powerful story about where the digital backbone of the modern economy is being built.
30 Des 202522min
The Hidden Moat in Institutional Research (feat. Greg Irwin)
In this conversation, Greg Irwin, co-founder of BWG Global, discusses the role of his company in providing fundamental research for institutional investors. He emphasizes the importance of community and networking in the tech industry, the logistics of organizing expert discussions, and the balance between art and science in research methodologies. The conversation also explores the transformative impact of AI on research and enterprise software, the geopolitical implications of technology, and the evolving landscape of investing in AI and technology stocks. Greg shares insights on lock-in strategies in technology and the role of AI coding tools in modern development, concluding with reflections on the future of enterprise software.
30 Des 20251h 37min
You Can’t Debug the Stock Market (feat. Dr. Adam Link)
In this episode of the Snowpal podcast, Dr. Adam Link, founder of Fireweed Capital, shares his unique journey from software engineering to wealth management. He discusses common financial mistakes engineers make, the differences between active and passive investment strategies, and the importance of personality in financial decision-making. Dr. Link also highlights the tools and technologies used in wealth management and explores the future of trading in the context of AI and 24/7 markets. The conversation concludes with insights on how individuals should approach investing based on their personal circumstances.
30 Des 202550min
AI Writes Code, Engineers Build Systems (feat. Ran Aroussi)
In this conversation, Krish Palaniappan interviews Ran Aroussi, founder of AutoMaze, discussing the transformative impact of AI on software development and the training of junior developers. Ran shares insights on how AI tools are reshaping coding practices, the importance of understanding software architecture over syntax, and the evolving role of non-developers in the coding process. The discussion also touches on the future of consulting in the age of AI and the reimagining of user interfaces to enhance user experience.
22 Des 20251h
Micron Technology: From Memory Commodity to AI Infrastructure Powerhouse
Micron Technology (NASDAQ: MU) is often described as a memory and storage company—but that label significantly understates what the company has become. While memory has historically been viewed as a commodity business, Micron’s recent performance and strategic positioning suggest a very different story.
18 Des 202528min
Can AI Save the Planet Without Burning It?
In this conversation, Josh Dorfman, CEO of Supercool, discusses the intersection of climate innovations and AI technologies. He explains the importance of understanding carbon emissions and the collective responsibility of individuals and nations in reducing them. The dialogue explores the hypocrisy often found in climate discussions, particularly regarding the balance between technological advancements and environmental impacts. Josh highlights the role of AI in enhancing energy efficiency and the future of renewable energy, while also addressing community concerns about data centers and their implications for local environments.
15 Des 20251h
The AI Cycle Wall Street Can’t Ignore
In this conversation, Krish Palaniappan discusses the risks associated with investments in the current market, particularly focusing on the potential for solid investments to weaken and the implications this could have on the broader ecosystem. He raises concerns about the expectations of the investment community and explores the use of AI tools to predict possible market scenarios based on these risks. Money flows in loops—NVIDIA funds companies that then buy NVIDIA GPUs—creating rapid growth but also heavy dependence. Recent volatility across major players shows how fragile this ecosystem is if any major link weakens.
25 Nov 202517min
The Hidden Cost of Young Adults’ Debt
In this podcast, Krish Palaniappan discusses the alarming levels of debt among young adults, particularly focusing on student loans and car loans. He reflects on the financial decisions made by this demographic, often influenced by societal expectations regarding education and career paths. The conversation emphasizes the importance of financial awareness and making informed decisions about borrowing, especially in relation to education and lifestyle choices. Krish advocates for a more cautious approach to debt and encourages listeners to consider the long-term implications of their financial choices.
25 Nov 202515min
