Episode Details
Back to EpisodesSouth Korea Just Announced an $880 Billion AI Plan. It's the Largest Sovereign AI Commitment in History.
Published 2 months, 4 weeks ago
Description
South Korea committed $880 billion over ten years to semiconductor manufacturing, AI infrastructure, and research — larger than China's entire five-year government AI plan. We cover why controlling the HBM memory supply chain is a decade-long strategic bet, Google's source link change in AI Overviews and why it doesn't solve the publisher traffic problem, and why July 2026 is the month AI shifted from bigger to more useful.