Episodes

  • Anthropic Hits $965B Valuation in AI Infrastructure Arms Race | May 31, 2026

    Anthropic Hits $965B Valuation in AI Infrastructure Arms Race | May 31, 2026
    May 31 2026
    Anthropic just became the most valuable private AI company at $965 billion, while ByteDance drops $70 billion on compute and OpenAI preps for IPO. We break down why AI infrastructure spending has reached nation-state levels and what it means for the race to public markets.
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    3 mins
  • Blue Origin Explodes, Dell's AI Billions, GPT-5.5 Ships | May 30, 2026

    Blue Origin Explodes, Dell's AI Billions, GPT-5.5 Ships | May 30, 2026
    May 30 2026
    Blue Origin's rocket explosion just derailed NASA's moon timeline while Dell posted massive AI infrastructure numbers. Plus OpenAI quietly rolled out GPT-5.5 with major improvements and IBM dropped $5 billion on security for reasons that should worry everyone.
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    3 mins
  • Anthropic Overtakes OpenAI as Most Valuable Private AI Co | May 29, 2026

    Anthropic Overtakes OpenAI as Most Valuable Private AI Co | May 29, 2026
    May 29 2026
    Anthropic just closed a $65B Series H, making them more valuable than OpenAI by focusing on enterprise over consumer hype. Plus, China restricts AI researcher travel while OpenAI launches a $4B consulting arm. The AI race is shifting from building models to controlling deployment and talent.
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    3 mins
  • Anthropic Dethrones OpenAI with $30B Raise | May 28, 2026

    Anthropic Dethrones OpenAI with $30B Raise | May 28, 2026
    May 28 2026
    Anthropic just became the world's most valuable private AI company, surpassing OpenAI for the first time. We'll break down the massive enterprise moves reshaping AI from labs to infrastructure, plus major developments from SpaceX, Apple, and the regulatory front.
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    4 mins
  • Sam Altman Walks Back Jobs Apocalypse Prediction | May 27, 2026

    Sam Altman Walks Back Jobs Apocalypse Prediction | May 27, 2026
    May 27 2026
    Sam Altman admits he was wrong about AI causing massive job losses, while researchers expose major safety flaws in frontier models. Plus OpenRouter's massive funding round and why SpaceX's IPO filing reveals where Elon thinks the real money is.
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    4 mins
  • Pope Backs Anthropic While SpaceX Hides $45B AI Deal | May 26, 2026

    Pope Backs Anthropic While SpaceX Hides $45B AI Deal | May 26, 2026
    May 26 2026
    The Vatican just released its first AI encyclical and chose Anthropic as their safety partner, not OpenAI or Google. Meanwhile, SpaceX's IPO filing revealed a massive hidden AI compute contract that changes everything. Plus why the Pentagon is spreading its AI bets and what it means for the IPO race.
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    4 mins
  • AI Solves 80-Year Math Problem & Trillion-Dollar IPO Race | May 24, 2026

    AI Solves 80-Year Math Problem & Trillion-Dollar IPO Race | May 24, 2026
    May 24 2026
    OpenAI's model just cracked an unsolved geometry problem from 1946, while SpaceX and OpenAI race toward massive IPOs targeting trillion-dollar valuations. Plus, Chinese AI models went from 1% to 60% market share in months with game-changing pricing.
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    3 mins
  • OpenAI's $1T IPO vs Anthropic's First Profit | May 23, 2026

    OpenAI's $1T IPO vs Anthropic's First Profit | May 23, 2026
    May 23 2026
    OpenAI files for a trillion-dollar IPO while losing money on every dollar of revenue, but competitor Anthropic just posted their first profit. Plus, why a key OpenAI co-founder jumping ship to the competition might signal bigger problems ahead.
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    3 mins