Google's $25B AI Bet & The Great Workflow Replacement | May 20, 2026

Anthropic Beats OpenAI in Revenue — With Its Best Models Banned | Jun 20, 2026

Anthropic just hit $30B annualized revenue while its two most powerful models are suspended by a US export control order. This episode breaks down what that says about enterprise AI adoption, plus Meta's 1.6-gigawatt compute bet and why the power grid is now the real bottleneck for AI growth.

Anthropic Flips OpenAI on Revenue | Jun 19, 2026

Anthropic just doubled its run rate and passed OpenAI in annualized revenue — and the reason why says a lot about where AI money is actually going. Plus: Waymo's second recall in a month, Amazon investigating its own engineers, and Midjourney building a spa. It's a weird week.

Government Shuts Down AI Models Overnight | Jun 15, 2026

Anthropic's top AI models got pulled by export controls without warning, sending shockwaves through enterprise tech. Meanwhile, SpaceX's hot IPO debut is opening the floodgates for AI companies to go public. We break down what this means for the shift from AI-as-software to AI-as-infrastructure.

SpaceX Hits $1.77T, Sets AI Valuation Floor for OpenAI IPOs | Jun 14, 2026

SpaceX just became the most valuable company ever at $1.77 trillion, proving the AI infrastructure thesis and setting the stage for OpenAI and Anthropic's IPO race. Meanwhile, the US government is treating AI models like national assets with new restrictions and investigations.

SpaceX's $75B IPO & the Physical AI Revolution | Jun 13, 2026

SpaceX just went public with a massive $75 billion raise, while new AI models are replacing engineering teams overnight. We're breaking down why the biggest opportunities are shifting from software to companies that can move atoms, not just bits.