America Votes Against Data Centers, Implications for Big Tech and Beyond, Were Google Bears Right All Along?

Ben Thompson and Andrew Sharp discuss the results of this week's elections and what they mean for the technology industry. They examine the widespread local rejection of AI data center proposals and why a pause in Texas creates a serious problem for U.S. AI infrastructure. The conversation also covers SpaceX and the possibility of data centers in space, the advantage hyperscalers may gain from construction bottlenecks, and developments in China. They close with an assessment of Google's position after its recent earnings report and a discussion of the emerging group chat era in software.