Episode Details

This week on the show, the hosts kick off with the massive infrastructure gap, noting that the US dominates global data center growth with over 50% of upcoming projects, a surge that raises alarms for the American energy grid. The conversation pivots to the "physical AI" revolution at CES 2026, where humanoid robots take center stage, highlighted by Boston Dynamics' reveal of its production-ready electric Atlas robot and NVIDIA's launch of Alpamayo for reasoning-based autonomous driving. The hosts then turn to the competitive landscape, where AMD challenges Intel's GPU claims and DeepSeek V4 rumors suggest a new Chinese rival could beat US models at coding. They discuss the geopolitical friction as China probes Meta's acquisition of AI startup Manus. Finally, the episode explores new applications, covering OpenAI's controversial launch of ChatGPT Health for medical record analysis and a breakthrough in China where an AI-discovered drug enters clinical trials. The hosts wrap up with a look at how enterprises mine unstructured data like video footage to gain a competitive edge.

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