Why OpenAI picked Argentina

The news: OpenAI partnering with Argentina’s Sur Energy to build Stargate, a massive AI data center, Latin America’s first ▸ 30:10. Reading the justification live, he grades each reason. The adoption argument, millions of Argentines using ChatGPT, he dismisses as weak, “eso lo utilizan en todo el mundo” ▸ 32:42. The energy argument he accepts as concrete: Patagonia’s among the world’s steadiest winds, the Puna’s among its highest solar radiation ▸ 34:46.

But the reason he calls the good one is political credibility, and his reasoning is the entry: a company OpenAI’s size, diversifying outside the US, needs to trust where it plants half a billion dollars of concrete, “tú no deberías invertir en Venezuela, porque Maduro te dice sí sí sí y después te expropia” ▸ 33:17. Milei’s stated pro-AI stance isn’t flattery in the announcement; it’s the actual asset, “ese sí es un buen punto” ▸ 33:04. Infrastructure at that scale is a bet on a government not changing its mind, and stability is the scarcest resource on the list.

el activo que atrae la inversión gigante no es el sol; es la promesa de no ser expropiado →

The macro tangent underneath is worth banking because he explains it clearly: the US can print freely without the usual inflation because the world runs on dollars, so demand absorbs the supply ▸ 27:53, a dominance won after WWII by lending to ruined nations and collecting ever since ▸ 28:21. His prediction, that the dollar loses that dominance “en unos años” and with it the free lunch ▸ 28:11, is exactly the instability the Argentina bet is trying to hedge against by moving compute somewhere sunny and, for now, freshly credible…