Podcast Episodes

U.S., China and the race for cheaper AI 11/10/25

The AI trade is back in the green after a volatile week as new reporting emerges of a massive $18B financing deal for an Oracle-tied data center. We dig into the massive U.S. AI spend and how compare…

Published on 12 hours ago

Google’s latest AI chip takes on Nvidia 11/6/25

Google is announcing the rollout out of what it is calling its most powerful in-house AI chip yet. We dig into what we know about the new ‘Ironwood’ chips and what it means for Nvidia amid the shifti…

Published on 4 days, 13 hours ago

The new AI Super PAC, Plus OpenAI’s enterprise impact 10/27/25

A new pro-AI Super PAC reportedly under fire from the White House after it said it aims to support candidates from both political parties. Plus, a look at who could lose out as OpenAI expands its ent…

Published on 2 weeks ago

Google and Anthropic Ink Cloud Computing Deal, Plus Wall Street Cools on Intel 10/24/25

Google and Anthropic just officially announced their cloud computing deal, in which Google will supply Anthropic with up to 1 million of its in-house AI chips. The deal is expected to generate well o…

Published on 2 weeks, 3 days ago

Google Infrastructure in Focus in Rumored Deal with Anthropic 10/22/25

Google is now reportedly in talks with the AI company Anthropic to ink a new multi-billion dollar cloud computing deal, in which the tech giant would provide its custom TPU chips. The stock reaction …

Published on 2 weeks, 5 days ago

Anthropic Divides Silicon Valley Over AI Regulation 10/21/25

Episode 2

Anthropic is now at the center of a battle over AI regulation and safety, with public clashes on the social platform X between tech titans like White House AI Czar David Sacks, tech investor Reid Hof…

Published on 2 weeks, 6 days ago

Hollywood Superagent Michael Ovitz’s New AI Anti-Piracy Venture, Plus Major AWS Outage Hits Apps 10/20/25

Episode 1

As viral AI models like Openai’s Sora 2 raise risks around Hollywood and copyright infringement, new tools like the anti-piracy startup SoundPatrol are emerging to protect intellectual property right…

Published on 3 weeks ago

Tim Cook's China tightrope act 10/15/25

New data shows Apple shipments beginning to turn around in China up from a year ago, right as CEO Tim Cook is set to visit the all-important market. We dig into the news and how Apple is diversifying…

Published on 3 weeks, 5 days ago

OpenAI and Broadcom sign 10 gigawatt deal 10/13/25

Shares of Broadcom surging today after announcing a deal with OpenAI to deploy 10 gigawatts of custom AI chips over the next four years. We dig into the deal and what it means for OpenAI as it looks …

Published on 4 weeks ago

UAE aims to be Middle East’s AI hub 10/9/25

Shares of Nvidia outperforming today after U.S. regulators reportedly approved the sale of several billion dollars of the company’s chips to the United Arab Emirates. We dig into what the move means …

Published on 1 month ago