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This Week in AI: China's Lithography Heist // The Lunar Mass Driver // $15 Billion Deals
Episode 100
ASML has a clear lithography market dominance, but it faces potential competition from a Chinese prototype. We introduce challenger Substrate, highli…
6 months, 2 weeks ago
Tesla Rolls Out Full Self-Driving: How Your Car Can Make You Money
Episode 99
Tesla began launching of fully autonomous driverless Robotaxis in Austin, marking a pivotal moment in self-driving technology. Competition between Te…
6 months, 2 weeks ago
OpenAI's Existential Crisis: Are GPT 5.2 and a $1B Disney Deal Enough?
Episode 98
Despite the launch of ChatGPT 5.2, there is turmoil at OpenAI, coming amid $20 billion losses and fierce competition from Claude and Google's Gemini.…
6 months, 3 weeks ago
This Week In AI: Why SpaceX's $1.5 Trillion IPO is Undervalued
Episode 97
SpaceX's upcoming $1.5 trillion IPO is undervalued. Why? Four words. Data centers in space. We analyze Elon Musk's vision for using Starlink satellit…
6 months, 3 weeks ago
The AI Dark Horse: Anthropic's $300B Secret Formula
Episode 96
Anthropic's revolutionary coding AI, Claude, is transforming coding output and user interactions. With explosive revenue growth, projected to reach $…
6 months, 3 weeks ago
Revealing Elon’s Secret AI Trading Bot: Is It Worth It?
Episode 95
The groundbreaking Alpha Arena experiment involved eight AI trading models against each other. Grok 4.2 emerges as the standout winner, achieving 60%…
6 months, 4 weeks ago
Sam Altman Issues a "Code Red." The Tides Are Shifting In AI.
Episode 94
OpenAI Issues a Code Red, and Anthropic prepares for an outrageous IPO.
Meanwhile, Amazon has stepped up their AI game, and also pose to eat the lunch…
7 months ago
AI In Space: Google And SpaceX's Wild Plan to Fix Our Energy Crisis
Episode 94
It's a radical concept. Launching GPU-powered data centers into space highlights energy as the key resource for AI.
Using insighs across basically eve…
7 months ago
AI In Space: Google and SpaceX's Wild Plan To Fix Our Energy Crisis
Episode 93
It's a radical concept. Launching GPU-powered data centers into space highlights energy as the key resource for AI.
Using insighs across basically eve…
7 months ago
Google's New AI Chip Could Actually Dethrone Nvidia (Ironwood v7 TPU)
Episode 92
NVIDIA faces mounting competition from Google’s cost-effective Tensor Processing Units (TPUs), as their stock $NVDA's 13% decline, while exploring Go…
7 months ago