574: China's 1.2 Million GPU Hole, DeepSeek R2, Meta CFO Susan Li, Bret Taylor, OpenAI o3, Google AlphaGenome, White Mirror, and James Cameron's Bet on Himself

573: Zuck's Recruiting Strategy, Cursor is Crushing GitHub, Anthropic Fair Use, ZIRP Mortgages, Meta AI Pivot, China’s Grid as a Weapon, and Amazon's Megastructure

572: Daniel Ek + German Defensetech Helsing, Zuck + Nat Friedman & Daniel Gross, Ilya Sutskever, OpenAI GPT-5, TerraPower, Waymo & Gemini, Midjourney, and Mindhunter

571: Jensen's Uber for GPUs, OpenAI Wants Microsoft to Sleep on the Couch, xAI Burn Rate, Meta's $100m AI Engineers, Coffee & Health, Noise & Sleep, and Bob Dylan

570: Alexandr Wang & Meta’s AI Reboot, Oracle, World Bank + Nuclear, Amazon Doubles Down, OpenAI + Google GCP, Supersonic Flight, Terravest, and Guitar

569: Zuck + Alexandr Wang's $14.8bn Bromance, Nvidia, John Arnold, China's Electricity, Fixing Ozempic Muscle Loss, and Gene-Editing Mosquitoes Into Extinction?

568: Meta Goes Nuclear, Inside Steve Ballmer's Brain, Amazon Logistics, David Senra on Growth vs Durability, Anthropic Claude 4, Vesuvius Scrolls, and Synesthesia

567: Going Deep in Nvidia Q1, Heico M&A and Q1, Chris Hohn, Apple and China, Google Veo 3, Guitar, Having Kids, Synesthesia, and James Bond Special Effects

566: The Product Era of AI, What Will OpenAI + Jony Ive Build, Jensen, Oracle to Buy $40bn of Nvidia GPUs, UAE, White House Fast-Tracks Nuclear, Meta AI Lab in Trouble?, and Claude 4

565: Constellation Software 2025 AGM, Anthropic, Ben Thompson, OpenAI ≠ Facebook?, Google AlphaEvolve, Nintendo Switch 2, Microsoft + Doctors, and Shōgun

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