Episode Details

April 21, 2026: Amazon commits $33 billion total to Anthropic in a landmark deal securing 5 gigawatts of compute — the equivalent of five nuclear power plants — while Anthropic's revenue triples from $9 billion to $30 billion run-rate in months, signaling we are past the pilot phase. Meta installs tracking software on employee computers to capture every keystroke and mouse movement as training data for AI agents — examined here against the full context of $73 billion in Reality Labs losses, an AI model that trails its competitors on agentic benchmarks, and a photorealistic AI clone of Zuckerberg designed to replace human management conversations. And the Wall Street Journal goes inside BlackRock's AI transformation, where the world's largest investment firm is rolling out firm-wide agentic platforms and human "squads" to oversee AI — with its own head of AI admitting no one has fully cracked the nut yet.