Episode Details

TSMC's Q2 net income jumped 77% year-on-year — with AI chips now 66% of quarterly revenue — and the company committed another $100 billion to Arizona capacity expansion for the next-generation N2 node. The most credible forward indicator we have for the AI buildout is flashing green. We cover what the numbers mean, tonight's Fable 5 deadline with three possible outcomes, and the open-weight offensive from Kimi K3 and DeepSeek V4.