Stanford 2026 AI Index, SPACs Are Back with Chamath, and Stalin's Corporate Strategy Lessons

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Episode 7 of Show Your Priors takes on three heavyweights at the intersection of business, strategy, finance, and technology. The Stanford 2026 AI Index Report, the surprise return of SPACs with Chamath Palihapitiya, and what Joseph Stalin's five year plan can teach corporate leaders about the targets sitting on their desk right now. We open with the headlines. Allbirds ditches its shoe business to become an AI compute company, and the stock rips 880 percent in a single day, while Michael Burry quietly loads up on beaten down SaaS names like Adobe, Veeva, and Autodesk. We talk vertical AI, thin wrappers, the next greater fool theory, and why the dot com bubble playbook is alive and well in the current AI hype cycle. From there we cover the US Air Force's new War Matrix AI wargaming tool, a federal judge ruling that your ChatGPT history is closer to a postcard than a privileged legal conversation, a Fortune report on how much of software engineering and customer support AI can already do, and Elon Musk's latest universal basic income pitch. If AI drives massive layoffs, who exactly is buying the next iPhone? The main topic is the 2026 Stanford AI Index Report. We dig into whether China is closing the gap on US AI supremacy, where private AI investment actually sits, why foreign AI researchers are not arriving at the rate they used to, the entry level squeeze hitting junior software engineers and customer support reps, global sentiment on AI as friend or enemy, generative AI adoption curves that outpace the internet, AI in medicine and digital twins, and where the data centers really are. Then SPACs. Chamath just raised another 300 million dollars to do it all over again. We break down what a special purpose acquisition company actually is, why the structure rewards sponsors before retail investors, what Virgin Galactic's chart reveals about the entire model, and why the 2026 version looks a lot like the 2021 version with better PR. Social proof, survivorship bias, caveat emptor, and why index funds keep winning the boring way. We close with Joseph Stalin and the Soviet five year plan. Why did top down targets lead to purges instead of productivity? And why does your annual corporate budget cycle rhyme with that same mechanism? Stretch targets, deterministic management, no excuses cultures, airbrushed CEOs, and the real reason big corporations struggle to innovate even when they have every dollar available to spend. If you have ever survived budget season, this one lands. Show Your Priors is a weekly business, strategy, finance, marketing, management, and AI podcast hosted by Michael Nichols and Jason Thompson. A prior is the belief you bring before the argument starts. Every week we show you ours. New episodes every week. Like, subscribe, and share with a friend who still argues for stretch targets. 00:00 Intro00:43 Headlines: Allbirds AI Pivot and Michael Burry Loads Up on SaaS05:13 War Matrix and AI in National Defense07:52 Federal Judge Rules ChatGPT Chats Are Not Privileged10:47 Fortune Report: How Much of Your Job Can AI Actually Do12:33 Elon Musk, UBI, and the AI Layoff Paradox18:59 Main Topic: Stanford 2026 AI Index Report41:10 SPACs Are Back: Chamath and the Special Purpose Playbook56:52 Joseph Stalin, the Five Year Plan, and Corporate Targets

White House Pumps the Brakes on AI, Anthropic Tops OpenAI, Dan Toma Interview | Ep.10 Show Your Priors Podcast

The White House just reversed its position on AI regulation, asking the same companies it spent the past year deregulating to suddenly slow down. On Episode 10 of Show Your Priors, Jason Thompson and Michael Nichols break down what triggered the about face, why Anthropic just surpassed OpenAI at a $900 billion valuation, and what Apple opening Siri to third party AI models reveals about who really controls the next App Store. Then we sit down with three time author and Thinkers50 management thinker to watch Dan Toma for a deep dive on corporate innovation, cargo cult strategy, and why innovation theater keeps killing real growth. _ Connect with Dan Toma https://www.linkedin.com/in/dantoma/ https://www.amazon.com/Open-Innovation-Works-Successfully-Leveraging/dp/1805920715 _ Music by ThunderWof. https://www.instagram.com/apache_thunderwof_18/ https://open.spotify.com/artist/4092jgp59goD4nZIL2mQw5 _ What we cover in this episode: A peer reviewed study where an AI model out diagnosed two attending physicians on real emergency room cases at a Boston hospital, and what that means for medical education, AI safety, and clinical deployment. Apple's reported plan to let iOS 27 users pick which AI model powers Siri, and why owning the customer beats building the model when you already control the channel. Amazon weaponizing its logistics stack as a product for any business in the country, running the AWS playbook for the second time, and which industries should be most worried. Nvidia's $500 million investment in Corning to ten times its optical fiber capacity, and why the next AI compute bottleneck is the pipes, not the chips. Anthropic's reported $900 billion valuation, putting it ahead of OpenAI for the first time, and what the B2B versus B2C split tells you about strategy, pricing power, and enterprise AI. A new EPFL benchmark showing AI models routinely hallucinate sources, even citing real journals for fake claims, and how to use AI without getting burned. A Claude curated Firehose covering the Anthropic SpaceX Colossus deal, Pennsylvania's first state level lawsuit against an AI company, McDonald's and Shake Shack earnings, Whirlpool's recession signal, Intel's Apple chip deal and the reshoring of semiconductors away from TSMC, Michael Burry exiting GameStop after the eBay acquisition pitch, Novo Nordisk and the GLP-1 weight loss boom, the protein supply crunch, LinkedIn's AI powered job search, the AI versus four year degree debate, and the Pentagon's UAP file release. The main topic: the Trump administration studying an executive order that would require AI models to clear a government approval process modeled on how the FDA approves drugs, what changed since JD Vance dismissed AI safety concerns at the global AI summit 15 months ago, the leaked Anthropic Mythos model, and how to think about regulation, leverage, and the art of the deal. Then our interview with Dan Toma, strategic innovation advisor to blue chip companies, World Economic Forum contributor, and author of The Corporate Startup, Innovation Accounting, and his latest book Open Innovation Works. We dig into cargo cult innovation, why copying Spotify's operating model fails inside banks and pharma companies, vendor management dressed up as open innovation, the high failure rate of M&A and corporate ventures, and why real innovation has to be a repeatable discipline instead of a one time moonshot. Main Channel | https://youtube.com/@showyourpriors Clips Channel | https://youtube.com/@sypclips TikTok | https://www.tiktok.com/@showyourpriors 00:00 Intro 00:38 Headlines: AI Out Diagnoses Doctors in ER Study 08:02 Apple Opens iOS 27 Siri to Multiple AI Models 13:20 Amazon Opens Its Logistics Empire to Every Business 22:14 Nvidia Bets $500M on Corning for Optical Fiber 28:34 Anthropic Hits $900B and Passes OpenAI 33:31 AI Models Are Hallucinating Their Sources 40:21 Firehose 1:06:54 White House Moves to Regulate AI 1:18:03 Interview with Dan Toma

12 de may de 20262 h 9 min

Stanford 2026 AI Index, SPACs Are Back with Chamath, and Stalin's Corporate Strategy Lessons | Ep. 7

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