Episode Details

Zuckerberg's brutal restructuring, OpenAI's compute monopoly, and Karpathy's surprise move Meta is restructuring 15,000 employees with a month-long waiting period that feels less like a layoff and more like a psychological experiment—all to fuel their AI ambitions. Meanwhile, OpenAI is monetizing compute scarcity, Andrej Karpathy jumps to Anthropic, and we're asking hard questions about who actually wins in this AI arms race.