On today’s show Andrew and Ben begin with reflections on big Apple news that feels relatively small alongside a world of growth and dramatic questions across technology in the AI era. Then: They turn to the news that OpenAI is pausing its Internet model training, the incentive structure that makes cybersecurity challenging and how AI compounds the challenge, two digressions from Ben on misalignment and a new AI use case, and why black hat and white hat cybersecurity actors are both doing the same thing in the AI era. At the end: More thoughts on bubble benefits that may survive, an emailer considers a financial planning career but is concerned about AI, two follow-ups on AI and the writing process, and European emailer thinks Americans who love sports love everything but the actual sport.

Ben and Andrew begin with Nvidia’s announcements of a new funding model for AI infrastructure, including the differences and similarities with railroad expansion 150 years ago, why LLMs were a gift and curse to Nvidia’s business, the pressure on Nvidia coming from Google and Amazon, and the expanded blast radius as Nvidia works to mobilize third party funding. From there: Why the turnover at Google may actually be a good sign for Google’s frontier efforts, and extended thoughts the future of AI-generated output, ideas and substantiation, and Anthropic’s plan to watermark outputs. At the end: A question about the Vision Pro, the obstacles for Starlink Mobile, and a cranky emailer yields a clarifying answer on why Ben is excited about his vibe coded app.

On today’s show Ben and Andrew begin with Microsoft, Meta and Google in the wake of their latest earnings reports. First: Microsoft’s push to be the middle layer for enterprise AI, threats to the company’s competitive position in the long run, and the subtext of the open weights open letter frenzy two weeks ago. Then: Parsing Google and Meta strategies as Google hedges its frontier bets, while Meta continues its frontier spending and announces questionable plans for an enterprise business. At the end: The future of the lending environment for Meta and the other hyperscalers, a bubble check-in, a rundown of what happened between Citadel and the Situational Awareness, close encounters with Ben’s vibe coded app, and an emailer offers a compelling theory on the push for Permanent Daylight Savings Time.

On today’s show Ben and Andrew begin with takeaways from OpenAI’s sandboxing snafu, including a reminder that the big bad wolf is real, OpenAI’s failures, and the timing challenge with warnings from AI labs. From there: Talking through Ben’s article on Kimi K3 and the future of open weights AI models in the U.S., including why the U.S. open source market has stagnated, the motives of various tech constituencies to drive competition with OpenAI and Anthropic, the difference between the training market and the inference market, intelligence as a commodity, and why OpenAI and Anthropic may have a more defensible lead than it seems. At the end: The government’s disagreements about how to handle Chinese models, the argument for encouraging U.S. distillation, the security risks of building atop Chinese infrastructure, an email about Chinese innovation, concerns over American credentialism, and a potential curveball from the CCP after a week of Kimi anxiety.

On today’s show Ben and Andrew begin with a raft of OpenAI news, including reactions to the first reports of what OpenAI’s first hardware product will be, the logic of OpenAI’s hardware business generally, the Codex push in the mac app, and a request for a Codex computer. From there: The Apple-OpenAI trade secrets lawsuit, including Apple history, a reckless OpenAI employee, and the funniest part of the complaint. At the end: IBM’s stock and the specific way AI may have affected mainframe spending, how AI will manifest in real-world software, an email about Meta’s messaging as a recruiting pitch, notification management, monetizing expertise, and a word about daylight savings time.

On today’s show Andrew and Ben begin with a look at the state of Meta. Topics include: Mark Zuckerberg’s sins of commission vs. omission as a messenger, Meta’s AI opportunity, directionally correct investments, the problems with Meta as a cloud provider, and the absence of religion in Menlo Park. From there: Why Microsoft should move on from the XBOX era, and the shift in gaming habits that doomed Game Pass from the outset. At the end: OpenAI introduces GPT-Live, a question about the cost of Ben’s vibe coding adventure spawns a digression on future token costs, the cost of youth sports, American soccer and learning Chinese, tech weirdos and the future of normie app building, and Ben gets castigated for bringing a Starlink on vacation.

Ben and Andrew begin with an extended look at the market for memory chips, including market history, the supply crunch driving up today’s valuations, the myopia from SK Hynix, Samsung and Micron, new entrants from China, and why the timing of Apple’s price increases are a bearish signal. From there: Both hosts share their daily caffeine regimen, garage takes, and lots of thoughts on vibe coding after Ben’s 10-day foray into AI-assisted engineering. At the end: Codex marketing and an imminent OpenAI super app, Sam Altman’s appearance in a game of mafia, could the EU push Apple to better business strategy, stock buyback clarification, ocean data centers, metricmaxxing, and an update on last week’s hydration break take along with a better fix for international soccer.

On today’s show Ben and Andrew begin with a hydration break take as the World Cup continues before turning to the latest on Anthropic’s export control saga, what the Trump administration may not understand about AI cybersecurity, and what Anthropic still doesn’t understand about dealing with the government. From there: Fables differentiation, the dangers of ringfencing frontier AI within U.S. borders, and how open source Chinese AI may affect the marketplace. From there: Why Ben gives Fox the benefit of the doubt after its Roku purchase this week, whether Siri AI will nuke ChatGPT’s market, Noam Shazeer joins OpenAI, what e-commerce will and won’t be automated, and whether autonomous driving can scale on ICE vehicles.

Ben and Andrew begin by talking through five questions on WWDC in 2026, including thoughts on Apple’s answer to the critics, whether Apple is or is not thinking different, decoding the Google partnership and Craig Federighi’s corporate speak, the wide gap between Siri AI and frontier AI, and why memory concerns are misplaced. From there: Explaining the Fable 5 guard rails, Anthropic safety concerns that align with Anthropic business incentives, Ben’s first impressions of the Fable 5 performance, and a week of Anthropic angst that adds additional context to the company’s standoff with the Department of War. At the end: Passing another checkpoint on the AI 2027 journey, Microsoft on the hot seat in the AI era, and the United States of YouTube.

Ben and Andrew begin with a look at SpaceX before its June IPO. Topics include: Why the S-1 math that doesn’t quite pencil out for now, the madness of analyzing Musk companies generally, the company’s ultimate upside, and why the IPO is worth applauding regardless. Then: Questions on terrestrial solutions vs. data centers in space, the durability of SpaceX’s rocket monopoly, Nvidia’s earnings and the future of the ACIE market, why neoclouds are advertising on podcasts, and the op-ed from Cloudflare CEO Matthew Prince explaining his company’s AI-driven layoffs. From there: Dropbox as the Penny Hardaway of tech companies, an emailer worried about enshittifed AI chatbots yields discussion of the real reasons Google’s gotten worse. At the end: The Jony Ive-designed Ferrari Luce, why Ben regrets a tweet, how Ferrari will sell these cars, and more philsophical thoughts on why everyone was upset this week.