26:15
Why the Smartest AI Teams Are Panic-Buying Compute
Nate B Jones presents a systematic analysis of what he frames as a structural crisis in AI compute infrastructure: global enterprise...
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11:35
The Dawn of the Agent Age
Produced in partnership with KPMG as a monthly retrospective, this episode makes the case that January 2026 will be remembered as the...
10:12
OpenAI Stunned as Anthropic Takes Shots at ChatGPT (Anthropic super bowl)
Anthropic made a notable competitive move in early 2026 by releasing a series of humorous Super Bowl advertisements targeting OpenAI'...
01:04:52
The AI-Powered Biohub: Why Mark Zuckerberg & Priscilla Chan are Investing in Data, from Latent.Space
This crossover episode from the Latent Space podcast brings together Mark Zuckerberg and Priscilla Chan for an in-depth conversation...
13:51
Are Markets Still Worried About an AI Bubble?
This episode of The AI Daily Brief uses Meta and Microsoft's latest earnings reports as a window into the current state of AI bubble...
14:50
Meta Up 10%, Microsoft Down 10%, Tesla Killing Cars
Nate B Jones breaks down a pivotal week of AI earnings and deal news organized around a single revealing divergence: Meta stock jumpe...
07:55
What We Learned from OpenAI’s Town Hall
OpenAI's first \"town hall for AI builders,\" hosted by Sam Altman in late January 2026, yielded a range of candid disclosures about...
18:37
the $125 Billion Secret: Amazon Told Wall Street One Thing and Employees Another
Nate B Jones presents a detailed financial analysis of Amazon's simultaneous announcement of $125 billion in capital expenditure and...
25:32
Energy! Chips! …and INSURANCE? (WTF)
David Shapiro conducts a structured deep-dive into the real bottlenecks slowing AI development in early 2026, organizing the analysis...
09:46
Google’s AI CEO Just Called Out OpenAI Over AGI Claims
Google DeepMind CEO Demis Hassabis drew pointed attention to a contradiction at the heart of OpenAI's current positioning during an a...