The AI Vertical Integration Race Is On | Jun 25, 2026

The AI Vertical Integration Race Is On | Jun 25, 2026

Micron shattered memory chip records, OpenAI built its own silicon, Qualcomm quietly reinvented itself, and Google lost two of its biggest researchers in a single week. This episode maps out why all of it connects to the same underlying power grab. The companies controlling the infrastructure stack are rewriting the rules for everyone else.

Google Loses $320B and Its Best Researchers in One Week | Jun 24, 2026

Alphabet's brutal week sets the stage for a deeper look at why talent is now the real supply chain in AI. This episode also covers Oracle officially blaming AI for 21,000 layoffs, OpenAI hunting 23-year-old security bugs, and what a $1.5B infrastructure raise says about where enterprise money is actually going.

Noam Shazeer Leaves Google for OpenAI | Jun 23, 2026

The co-author of the Transformer paper just left Google for OpenAI after 22 months — and Alphabet's stock felt it immediately. This episode also covers OpenAI's move into enterprise cybersecurity, Anthropic's messy paywall rollout, and why SpaceX is quietly becoming one of the most important AI infrastructure companies on the planet.

When Governments Start Treating AI Like Weapons | Jun 22, 2026

Anthropic's top models have been offline for ten days after a U.S. Commerce Department ban tied to a foreign investor security concern — and paying customers are now footing the bill for broken access. Meanwhile, a new attack called Agentjacking is hitting AI coding agents at an 85% success rate, and the feds just told power grid operators to get their act together on data center demand. The rules of the AI race are changing fast, and the labs with the best models aren't automatically the ones who win.

Who Controls the Off Switch in AI | Jun 21, 2026

Amazon killed a Sam Altman biopic days after investing $50 billion in OpenAI, Anthropic's models went dark after a government directive, and the federal grid regulator is treating AI power access like highway infrastructure. Today's episode is about who actually holds leverage in the AI stack — and it's not who you think.