Episode Details

GPT-5 price cuts spark an LLM price war and a compute land grab (SoftBank’s “Stargate”). Meta bets on AI audio. Robotics surges from Unitree’s A2 to construction microfactories—and military “robot wolves.” Robotaxis rewrite ride-hailing as Waymo outpaces Lyft, Zoox wins federal approval, and Lyft/Baidu expand. Tesla shutters Dojo. Plus: China’s lunar lander test, FDA‑approved presbyopia drops, new funding and tools, and frontier research from “prebiotic bomb” chemistry to brain/kidney organoids. We close with takeaways on pricing, capacity planning, audio’s rise, and AI‑agent investing.