Google Pays SpaceX $920M Monthly for AI Infrastructure | Jun 7, 2026

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.

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.