{"podcast":{"title":"The Silicon Insider","slug":"the-silicon-insider-1276858","podcast_index_feed_id":1276858,"rss_url":"https://anchor.fm/s/2db6ad8c/podcast/rss","website_url":"https://www.thesiliconinsider.com/","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo/7569467/7569467-1674071503672-e1ca92640a169.jpg","author":"Pacific Light Media","episode_count":248,"summary":"Join The Silicon Valley Insider Michael S. Malone and special contributor Scott Budman for a weekly deep dive into the latest in business and tech news.","last_synced_at":null,"page_url":"https://stenobird.com/podcast/the-silicon-insider-1276858"},"episode":{"title":"Alphabet’s First Dividend & Big Tech’s AI Spending Spree: Is the Infrastructure Boom Sustainable?","slug":"alphabet-s-first-dividend-big-tech-s-ai-spending-spree-is-the-infrastructure-boom-sustainable","published_at":"2026-04-23T17:30:01+00:00","page_url":"https://stenobird.com/podcast/the-silicon-insider-1276858/alphabet-s-first-dividend-big-tech-s-ai-spending-spree-is-the-infrastructure-boom-sustainable","show_page_url":"https://stenobird.com/podcast/the-silicon-insider-1276858","url":"https://podcasters.spotify.com/pod/show/silicon-insider/episodes/Alphabets-First-Dividend--Big-Techs-AI-Spending-Spree-Is-the-Infrastructure-Boom-Sustainable-e3id06a","audio_url":"https://anchor.fm/s/2db6ad8c/podcast/play/118963850/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-3-24%2F422754272-44100-2-3d17872f43d1b.mp3","summary":"Dividends, buybacks, and a TikTok ban—Big Tech is changing the rules of the game. Mike Malone and Scott Budman break down **Alphabet’s historic dividend**, Microsoft’s AI dominance, and why the **TikTok "sell or ban" bill** is finally becoming a reality. Plus, we look at the physical limits of AI: why power and cooling are the new gold.","meta_description":"Dividends, buybacks, and a TikTok ban—Big Tech is changing the rules of the game. Mike Malone and Scott Budman break down **Alphabet’s historic dividend**…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1498,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-silicon-insider-1276858/episodes/alphabet-s-first-dividend-big-tech-s-ai-spending-spree-is-the-infrastructure-boom-sustainable/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-silicon-insider-1276858/alphabet-s-first-dividend-big-tech-s-ai-spending-spree-is-the-infrastructure-boom-sustainable.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}