Bloomberg Podcasts · Bloomberg Businessweek Weekend - July 10th, 2026 | Bloomberg Businessweek

1. 1. The AI market is shifting from chip scarcity to vertically integrated players from chips to foundation models.
2. 2. AI-native startups are achieving revenue from zero to hundreds of millions in months, not years, but sustainability is questioned.
3. 3. Startups can compete with hyperscalers by focusing on highly specific vertical data sets rather than broad models.
4. 4. Real Alloy partnered with the U.S. Army to build rare earth processing facilities on army bases, bypassing environmental reviews.
5. 5. The U.S. government's support for domestic rare earth production is stronger than ever, with G7 caps on Chinese imports and a 2027 defense deadline.
6. 6. Every GPU contains 13 grams of dysprosium, linking AI infrastructure demand directly to rare earth needs.
7. 7. Climate change is entering a new era of surprise, with extreme weather events outpacing scientific models.
8. 8. The planet is reflecting less sunlight due to melting ice and potentially disappearing low-lying clouds, accelerating warming.
9. 9. Climate change is driving up insurance rates and making some areas uninsurable, even in the middle of the U.S.
10. 10. New Jersey's 'hell week' of heat, storms, power outages, and transit failures is a microcosm of cascading climate disasters.
11. 11. Compound climate disasters are already happening across the U.S., not just in coastal states but also in New Jersey and the Midwest.