In Side Chat Episode 410, Rachel Chen, founder and CEO of Taiwanese financial intelligence platform MacroMicro, shares her dual thesis: SaaS businesses face both opportunity and pressure from AI, but replacement is not inevitable. Her key insight is that AI enables the kind of deep product customization previously too costly for most companies. MacroMicro's mission — democratizing Bloomberg Terminal-grade financial data through intuitive charts — embodies this AI-assisted approach to empowering retail and institutional investors alike.
SoftBank says it will invest up to €75 billion to build data centers in France. The stated goal is to develop and operate as much as 5 GW of additional capacity. The provided report does not specify locations, construction timelines, customers, energy sources, or how much capacity would support AI workloads.