The Rundown 7/24/25: Canada’s Sovereignty Crisis, AI Boom, and the Rise of Secondary Deals

Episode notes

Welcome back to Tank Talks! In this episode, host Matt Cohen and John Ruffolo dive deep into the latest developments at the intersection of AI, tech, finance, and Canadian sovereignty. From Canada's battle over data center sovereignty to the rapid rise of secondary funds in venture capital, Matt and John cover it all in a fast-paced, thought-provoking conversation. Canada’s Looming Data Sovereignty Crisis (00:30) Matt and John kick things off with a critical discussion on Canada's data sovereignty issues. With foreign powers potentially controlling key Canadian data centers, they explore the risks and the urgent need for Canada to develop a more self-reliant infrastructure. The Great AI Infrastructure Rush (03:23) The Canadian pension funds (also known as the Maple 8) are making huge moves in the AI infrastructure space. But is this just the tip of the iceberg? Matt and John unpack the massive investments pouring into data centers and AI infrastructure, and what Canada could do to ensure it doesn't just become a resource extractor for foreign companies.

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