Meta is taking a page from Tesla's playbook by building AI data centers in tents. Lucas and Luna dig into the New York Times report on Meta's 'tent city' approach, which slashes construction time from years to months. They explore how this cost-saving tactic could reshape AI infrastructure spending, and what it means for chip demand, energy costs, and the broader AI race. With specific numbers on Meta's 2026 capital expenditure and a look at similar moves by other hyperscalers, this episode reveals a surprising shift in how the biggest AI players are deploying capital. If you think AI data centers are all concrete and steel, think again.

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