564: OpenAI’s Ad Strategy, Why Nvidia Wins Again, Softbank's $350bn Oops, Jony Ive, Jeff Dean, Microsoft Cost Discipline, Crowdstrike’s CEO, and David Milch

563: The 5.5 Million-Percent Man, OpenAI vs Microsoft, Netflix & HBO, Cliff Sosin & Carvana, ChatGPT Energy Use, CRISPR Pigs, and Andor

562: Big Tech as Nations, Amazon’s GPU Hunger Games, Cadence & Synopsys, Google + SpaceX, Todd Graves, Zuck Interview, ChatGPT Surgery, Chokepoint Map, and Dolphin LLM

561: Is OpenAI Winning the AI Race?, The Next Social Layer, Returns on Agency, China Semicap Megamerger, Retina to Brain, Nuclear Power, Andor, and Lakers Legacy

560: AI Economic Impact and Bottlenecks, Nvidia's Real Risks, Huawei, TerraVest, TSMC-Intel, Llama 4 SNAFU, Small Biz Apocalypse, Musk Bored of Tesla, Ovitz, and The Last of Us

559: Nvidia, OpenAI Social Network, E-Commerce Peak, TSMC's $40bn Bet, Jamie Dimon on Cash & Fraud, Bezos Bulldogs, Manufacturing & Trade, and Dehydration

558: Compute Per Capita, OpenAI, Tiktok, Perplexity, Oil Masterclass, Alberta Natural Gas, xAI, Anthropic, Jensen Huang Interview, TSMC 2nm, and Hans Zimmer

557: BYD’s 5-Minute Megawatt Flash-Charging, China's Wild EVs, CEO Incentives, TSMC U.S. Fabs Economics, Cloudflare's AI Labyrinth, Google Gemini 2.5, and Reinventing Hollywood

556: Thoughts on Nvidia's Roadmap & Competitive Position, Blackwell & Rubin, Intel Consortium?, OpenAI Building the AI Giant, Music, Bad Nobel Prizes, and The Thinking Game

555: Apple Needs a Reboot, Terravest Transformational Acquisition, AWS Trainium vs Nvidia, China Locks Down DeepSeek, Google Gemini Deep Research, The Brutalist

554: Swinging the Machete vs Sprinting Up the Trail, Guy Gottfried & Terravest, TSMC + Intel JV with Nvidia, AMD, Broadcom, Qualcomm, Sonos, BYD, Texas Goes Nuclear, and Korean Fertility

553: Deep Research Needs Paywall Credentials, Google Could Crush It, Sarah C. Paine on Tariffs, Amazon’s 750,000+ Robots, Canada + CANDU, Protein & Muscles, and Cinematic Masterpieces