Episodes

  • OpenAI's CFO said no IPO in 2026. Seven days later, the company filed anyway.

    OpenAI's CFO said no IPO in 2026. Seven days later, the company filed anyway.
    May 20 2026
    OpenAI's CFO said the company was not ready to go public in 2026, and seven days later, multiple outlets reported it is preparing to file for an IPO anyway. In the window between those two events, a headline surfaced about OpenAI making billions by promising future purchases from suppliers, which is exactly the kind of move that makes a balance sheet look healthier right before investors see it. Someone in that building decided the IPO window mattered more than the readiness, and the calendar got moved to match a decision that was probably already made.
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    11 mins
  • Google built 30-second video AI and won't release it

    Google built 30-second video AI and won't release it
    May 20 2026
    Google built a video AI that can already generate long-form clips and then deliberately shipped it capped at 10 seconds, not because the model can't do more, but because the pricing, compute costs, and liability exposure around longer video aren't figured out yet. The "most users won't want longer videos" explanation sounds like product strategy, but it's really a placeholder while Google works out what this thing actually costs to run at scale and who's legally responsible when a verified user deepfakes someone. The real story from Google I/O isn't the capability, it's that the capability race everyone's covering is just the warmup, and the actual competition starts when the cap lifts.
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    10 mins
  • Musk's $38M donations were spent by 2020. He sued in 2024.

    Musk's $38M donations were spent by 2020. He sued in 2024.
    May 15 2026
    Elon Musk's entire $38 million was gone by 2020, spent before he even had legal standing to sue, and the deadline to file ran out in August 2021 — he filed in 2024. His own board rep signed off on the exact deal structure he says blindsided him, his own advisers can't name a single condition he claims was violated, and the judge has already said if the jury finds the claims are time-barred, the whole case is over. The most expensive AI courtroom drama in history might not end with a verdict on betrayal or mission or whether Sam Altman lies — it might end because Elon Musk missed a deadline.
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    13 mins
  • Greg Brockman accumulated $30B at OpenAI without investing a dollar

    Greg Brockman accumulated $30B at OpenAI without investing a dollar
    May 10 2026
    Greg Brockman just testified under oath that his OpenAI stake is worth thirty billion dollars — and he never invested a single dollar of his own money to get it. That number alone should be the headline, but everyone is too busy covering the Musk-versus-Altman drama to notice that the actual bombshells are coming from Altman's own former colleagues, who testified he lied to the board, manipulated executives, and ran the place in "complete and utter chaos." A nonprofit built to protect humanity from AI somehow minted multiple billionaires, and the trial record is basically a paper trail of exactly how that happened.
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    11 mins
  • Mac Mini Vanish Worldwide As AI Devs Hoard

    Mac Mini Vanish Worldwide As AI Devs Hoard
    May 1 2026
    Apple's entire Mac mini lineup just vanished worldwide — not backordered, completely gone — and some remaining Mac Studio models won't ship until August with delivery times hitting 18 weeks. The $599 base model that was perfect for running AI disappeared along with every 256GB configuration, while Apple simultaneously discontinued the 512GB RAM Mac Studio entirely and hiked prices 25% before pulling it. The company's given zero explanation, but here's the wild part: the Mac mini became so popular with AI developers that the AI boom causing the memory shortage is the same thing that created unstoppable demand for the machines that now can't be built.
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    12 mins
  • Elon Demands 134 Billion Over OpenAI Betrayal

    Elon Demands 134 Billion Over OpenAI Betrayal
    Apr 24 2026
    Elon Musk is suing OpenAI and Sam Altman for 134 billion dollars, claiming they took his 38 million in donations to build a nonprofit saving humanity from AI risks, then secretly pivoted into a 500-billion-dollar for-profit tied to Microsoft. A federal judge just refused to dismiss the case and ruled the trial starts April 27th in Oakland, where a jury will decide if you can legally promise to be a charity, take someone's money, then become a corporate giant without consequences. Musk wants every dollar awarded back to OpenAI's nonprofit arm and both Altman and Greg Brockman fired, and the judge is letting an AI safety expert testify about existential risks even though OpenAI argued it might scare the jury about threats to themselves and their families.
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    12 mins
  • SpaceX Offers 60B Or Pays 10B Breakup

    SpaceX Offers 60B Or Pays 10B Breakup
    Apr 22 2026
    SpaceX just dropped a deal to either buy AI coding startup Cursor for sixty billion dollars or pay ten billion just to work together—and that ten billion is basically a breakup fee if they bail. Cursor went from a 2.5 billion valuation in January to nearly 30 billion by November, then canceled their next fundraising round when SpaceX showed up with this absurd offer. The whole thing reeks of desperation after Musk admitted his own AI coding tool was getting destroyed, poached two senior Cursor engineers, and now apparently decided if you can't beat them, buy them for the GDP of a small country.
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    15 mins
  • Anthropic Locks Mythos After Corporate Network Attack Success

    Anthropic Locks Mythos After Corporate Network Attack Success
    Apr 16 2026
    Anthropic just released Claude Opus 4.7, and Adobe and Figma's stocks immediately dropped over 2 percent because this thing can apparently handle your hardest coding and design work without supervision—oh, and it can check its own homework before reporting back. The wild part is they're keeping an even scarier version called Claude Mythos locked down because it completed 3 out of 10 attempts at a 32-step corporate network attack that takes human hackers 20 hours, and they're only giving access to Amazon and Microsoft. Meanwhile they've updated the tokenizer so you're using up to 35 percent more tokens for the same work at the same per-token price, which is technically not a price increase but functionally absolutely a price increase.
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    16 mins