638: Constellation Software's 2026 AGM, Karpathy Joins Anthropic, Demis Hassabis as Angel Investor, Pre-1931 LLM, Smartphones & Fertility, Brain Age & StarCraft, Earth Tides, and Groundhog Day
637: Cyber Attack Capabilities Doubling Time, Mira Murati's AI, Constellation's $1.6B Spree, Claude's Inner Monologue, OpenAI Daybreak vs Mythos, 2010s Dads vs 1960s Moms, and TikTok vs Cinema
636: Amazon Tokenmaxxing, Seats + Meters, Musk’s $119bn Terafab, OpenAI's $31bn to Microsoft, Ontario Nuclear Build-Out, Sub-2-Hour Marathon, AI-Built Cyberattack, and Butch Cassidy
635: Elon Musk's 180 on Anthropic, Hyperscaler Capex & When the Customer Becomes the Bank, Fairfax Financial, Big Tech earnings, S&P Global and Moody’s, Brookfield Nuclear, and Claude Dreams
634: The AWS Chipmaker IPO, Tokens Schmokens, Apple's TSMC Problem, Unreasonable Hospitality, YouTube's Terrible Parental Controls, Datacenters, Knife-Making, and Tricks to Fool You
633: AI’s All-You-Can-Eat Era is Ending, Google's Two-Chip TPU Strategy, OpenAI & Microsoft's New Deal, Musk's AI Reboot, SpaceX AI & Cursor, My Thoughts on GPT-5.5, and Pancreatic Cancer Vaccine
A Knight of the Seven Kingdoms: Going Deep with Tinkered Thinking and Jameson Olsen ⚔️🥚🛡️🏰🐴
632: My Wishlist for Apple's New CEO, Jassy Learns from Jensen, $100bn for AWS, Opus 4.7, Megaprojects Capex, GPT‑5.4‑Cyber, The Next LASIK?, and The Talented Mr. Ripley
631: How Meta Can Win vs ChatGPT, SpaceX IPO, Mythos Cyber & Bio, Ray Tracing LASIK, Amazon + Globalstar vs Starlink, Slowing Down Light, Claude Cowork, and 10,000 Live Shows
630: Andy Jassy's Letter, The Chips That Change AWS's Math, Sundar Pichai on Why Google Didn't Ship ChatGPT First, SpaceX's Pre-IPO Financials, Hidden Costs Inside Each Token, Gmail E2EE, and Macs
629: Mythos vs World: The Model Too Good to Release, GPU Rich vs GPU Poor Leaderboard, Meta's Back With Muse Spark, Greg Brockman, Artemis II, and Lady Bird
628: Apple’s Air Traffic Controller Strategy, Anthropic's $30bn ARR + TPU Deal, Meta's Leaderboard, Berkshire Hathaway’s Mountain, Visa, Moody's & S&P Global, Max Life Expectancy, and Andy Weir
627: Artemis II & Astrovan, Waymo, Zuck & Demis Hassabis, Old GPUs Aging like Wine, Demis Hassabis Bio, Redrawing the Intelligence Map, Christensen & Dediu, Nvidia + Marvell, and Hollywood Recession
626: ARM's Not Just IP Anymore, From Magnificent 7 to Hateful 8, Benedict Evans, Netflix Pricing, Microsoft, Inference Bandwidth, Snob Sandwich, and Pink Floyd
625: Google TurboQuant, Karpathy’s AI Psychosis, Anthropic's Tight Compute, Memory Stocks, Jensen as VC, xAI's Exodus, Texas Batteries, Germany, and Fixing Nuclear Paperwork
624: How Waymo Actually Works, Jensen's Big Bet, Canada's Lost Decade, Secret Soviet Space Cannon, Claude's Domesticated Claw, Chinese Wifi, and My Review of Project Hail Mary
623: AI Compute Bottlenecks, Constellation Software AI Podcast, Cowork, Greg Brockman, Dylan Patel, Anthropic's Culture, Sociopath Seesaw, Netflix + Ben Affleck's AI, and The Blues Brothers
622: Are Nvidia's Margins Sustainable?, OpenAI Drops Side Quests, Anthropic, China Compute, Starlink + Russia, Meta CFO, Google, AI Water, Project Hail Mary, and Dune 3
621: Going Deep on Nvidia GTC 2026, Agentic Era, Groq Strategy, OpenClaw Hype, The Android of Self-Driving, 1990 Video Store Simulator, Shingles Vaccine vs Cognitive Decline, and Rick Beato Interview
620: Will Nvidia be the West's Open Source Champion?, Meta's Custom Silicon Bet, Mark Leonard Health News, Google AI's Flaws, American Health Puzzle, Ukraine's 7 Million Drones, and a Ride with Jensen
619: Constellation Software Q4, Who Would Buy AMD, Anthropic Amicus, Ground Robotic Warfare, Lithium Deficiency and Alzheimer's, GPS Spoofing, and New Rembrandt
618: Nvidia + Photonics, Meta as Semi Swing Voter, China's TSMC Plan, John Arnold, Asianometry, CoWork, Indian Point Nuclear, Replacing Chemicals with Electricity, and Iovine
617: Claude's Moment, Jensen's Chequebook, GPT-5.4, Nvidia + HBM, OpenAI + The Trade Desk, John Arnold, Cursor the Next Perplexity?, Sony, and Guitar Shapes
616: Nvidia Dethrones Apple at TSMC, Coase Conjecture and AI Lab Profits, Boots on the Ground vs Panopticon, BART Applied Economics, Apple’s 2025 Scorecard, Uranium, and Catchlights
615: Nvidia Q4, Ben Evans on AI Economics, Meta + Google TPUs, China Solar at 1TW/Year, Anthropic vs DoD, AWS Outages, METR, Sora, and Marty Supreme
614: Anthropic vs Chinese AI Labs, Private vs Public Markets, OpenAI, Stripe + Paypal, Meta + AMD, Perplexity, Data Center Video Game, and Dunk & Egg
613: OpenClaw, OpenAI's $100bn Raise, Meta + Nvidia, Blue Origin TeraWave, Boris Cherny, Cursor, Datacenter Electricity, Creatine for Cognition, and A Knight of the Seven Kingdoms
612: Anthropic Bull & Bear, Jeff Dean's Mind, Codex Spark & Qualitative Speed, Adults Out-Scrolling Kids, ChatGPT's Authority Laundering, and Haptic Visuality
Interview with David Kim a.k.a. Scuttleblurb (2026) 📈📉📊💰💸
611: The Escher Hands Era, Trust Paradox, AI Coding, Software Biz, Dylan Patel, Sleep Deprivation's Cruelest Trick, 500 Open Source Flaws, and Jonathan Tepper's Memoirs
Trillion Dollar Club with Mostly Borrowed Ideas (MBI): Nvidia, Apple, Google, Microsoft, Amazon, TSMC, Meta, Broadcom, and Tesla 🏆💰📈🤖🚀
610: Jensen on Everything, Apple + Google, Claude Cowork, Jim O'Shaughnessy & Jimmy Soni, GPT Solved 3 Erdős Problems, Software Guitar Amps, and NYPD Blue
609: ChatGPT Health & the Democratization of Medical Knowledge, Nvidia + Groq, Reed Hastings, Dan Wang, The Invisible Cognitive Tax, Green Tea, and Bruce Springsteen
608: Clean Fuel vs. Dirty Fuel, Lobster RAM, Nvidia’s Vera Rubin, AI Skepticism, Venezuela’s Oil, Fake Whistleblowers, Open Source Self-Driving, and Stratocasters
