Episode Details

Nvidia’s $81 billion revenue print and a pivot toward "agentic" silicon are reshaping the industry, while Meta reassigns thousands of workers to build a new layer of digital middle management. We dive into Anthropic’s terrifying "Mythos" security briefing, the Apple-Google alliance for Siri, and "Project Stratos"—a Utah data center project so massive it’s projected to dump the thermal energy of 23 atomic bombs into the desert every day. It’s a high-stakes look at the physical, political, and financial costs of an AI that has moved from answering prompts to executing tasks.