Anthropic Files for $965B IPO as AI Hits Public Markets | Jun 3, 2026

The AI Infrastructure Land Grab Nobody Can Afford to Lose | Jul 2, 2026

From a $6.3B compute lease at SpaceX's Memphis facility to South Korea betting 5% of its GDP on chips and AI, today's episode maps out who's locking up the infrastructure layer — and why the timing is everything. Anthropic's surprise model rollout and Microsoft's quiet price hikes round out a day that shows the AI race has moved well past the model wars.

The U.S. Government Is Now a Co-Pilot on AI Launches | Jul 1, 2026

Washington is now in the loop before major AI models go public, and it's already reshaping how OpenAI and Anthropic operate. This episode breaks down what government gating means for the industry, plus Alphabet's messy Dow debut, the Comcast split, and Rocket Lab's surprise $8B acquisition.

GPT-5.6 Gets a Government Chaperone | Jun 30, 2026

OpenAI let the US government preview and restrict access to GPT-5.6 before the public sees it — and that's just the start. This episode covers compute scarcity going from buzzword to real crisis, plus Alphabet's record-breaking raise while its own AI team quietly falls apart.

The U.S. Government Just Blocked an AI Model | Jun 29, 2026

The Trump administration suspended one of Anthropic's most powerful AI models and quietly negotiated its limited release to 100 vetted institutions — setting a precedent nobody's talking about enough. Meanwhile, China raised $7.4B for AI the same week, Oracle's stock cratered 19%, and memory prices are about to get ugly. It's all connected, and the throughline is worth understanding.

The U.S. Government Now Controls Who Gets Frontier AI | Jun 28, 2026

Washington quietly built a "trusted partner" tier for frontier AI access this week — and almost nobody noticed. This episode breaks down the export controls hitting Anthropic and OpenAI, a massive Chinese distillation attack on Claude, and what it all means when AI access becomes a sovereignty question. Connecting some dots that didn't make the front page.