The team breaks down Business Insider’s report that Amazon is taking delivery of billions in Nvidia GB300 server racks and staging them in warehouses because some data centers can’t get the power to switch them on. The host argues that the West’s resistance to building energy is the real bottleneck, and that it matters for competing with China. He then walks through Anthropic’s draft IPO filing: an $80.7 billion first-half net loss (mostly non-cash accounting charges), revenue up from $1.1 billion to $16.3 billion, and up to roughly $750 billion in compute commitments. He argues that a duration mismatch between long-term obligations and young revenue is what has investors nervous. With Ray Dalio’s warning that AI is a classic bubble as the frame, he makes the case for why investors need to understand both the bull and bear case, and closes on Nvidia’s new containerized data center and the public backlash against AI.More than half a million people marched across France on October 17, with the Interior Ministry putting turnout at 550,000 across 110 demonstrations, and the day ended in widespread looting, arson and clashes that left hundreds arrested and hundreds of police injured. The same weekend saw unrest in Italy, Belgium, Spain, Portugal and Albania, where Tirana entered a fifth straight day of street battles and the Supreme Court was damaged by rioters demanding the prime minister resign. The argument made here starts with the economy, tracing the pressure back through more than thirty percent of cumulative inflation since Covid, eurozone inflation at a three-year high driven substantially by the Iran war energy shock, and decades of European regulatory choices that traded innovation for stability. The heart of the breakdown is structural, drawing on Tocqueville’s observation that both the monarchy and the revolution deliberately destroyed every intermediary body between the citizen and the state, leaving the French with no local outlet for grievance and nowhere to direct anger except the street. With public spending at 57.2 percent of GDP, the highest in the developed world, every attempted reform creates a small group of visible losers who are organized and ready to mobilize, against beneficiaries who are scattered and voiceless.Poland and Hungary are taking a hard line on immigration as protests spread across Europe. Tom Bilyeu examines Hungary's new prime minister Péter Magyar, Poland's Donald Tusk, and a Polish lawmaker's controversial border warning. He breaks down the history behind Eastern Europe's national identity, the debate over assimilation, and French polling showing widespread dissatisfaction with immigration policy. The conversation also explores whether governments are ignoring public opinion and how nationalism, economic pressure, welfare systems, and free markets shape the future of Europe.What's up, everybody? It's Tom Bilyeu here:Want my help starting a business? Join me here inside Zero To FounderSign up for my AI Masterclass:  AI MasterclassFollow Me:Instagram: https://www.instagram.com/tombilyeu/Tik Tok: https://www.tiktok.com/@tombilyeu?lang=enTwitter: https://twitter.com/tombilyeuYouTube: https://www.youtube.com/@TomBilyeuTailor Brands: Check out Tailor Brands to launch your business starting at $0 + state fees: https://bit.ly/TailorBrandsSeptQuince: Free shipping and 365-day returns at https://quince.com/impactpodPipedrive: Get more leads and grow your business. Go to https://www.pipedrive.com/impact and get started with a 30-day free trial.Incogni: Take your personal data back with Incogni! Use code IMPACT at the link below and get 60% off an annual plan: https://incogni.com/impact See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.