Episodes

  • ASML Just Bet €1.7B on Mistral AI's European Answer

    ASML Just Bet €1.7B on Mistral AI's European Answer
    May 25 2026
    The company that holds a total global monopoly on the machines that make AI chips just took an 11% stake in a two-year-old French startup — and that startup was founded by two of the people who literally invented open-weight AI models at Meta. Mistral AI is quietly building the thing nobody thought Europe could pull off: a sovereign AI stack where your data never touches an American server, not because of a contract, but because of physics. The US and China are the only countries with frontier AI right now, and Mistral is the most serious attempt anyone has made to change that number to three.
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    11 mins
  • We shipped a 60 second apparel spot using Google Omni as the heavy lift

    We shipped a 60 second apparel spot using Google Omni as the heavy lift
    May 21 2026
    Google just dropped Gemini Omni at I/O 2026 and motion designers are already stress-testing it on real client work — specifically, building a full 60-second branded spot for an indie apparel brand using nothing but Omni and After Effects. The catch is brutal and very real: Omni hard-caps every clip at 10 seconds, slaps a mandatory AI watermark on every export, and has zero native integration with AE, meaning a 60-second deliverable is at minimum six separately generated clips, each transferred by hand. The stateful conversational editing is genuinely new and useful, but whether this two-tool pipeline produces something that reads as craft instead of just content is a question the field cannot answer yet — Omni was barely 72 hours old when designers started finding out.
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    12 mins
  • Anduril Industries: $20B Army Contract At 24 Years Old

    Anduril Industries: $20B Army Contract At 24 Years Old
    May 18 2026
    A 24-year-old who once considered making food from sewage-derived petroleum just landed a 20-billion-dollar Army contract — and buried inside it is something wilder than the number itself: 120 separate Pentagon procurement processes collapsed into one ordering mechanism any federal buyer can use. That is not a weapons deal, that is a hostile takeover of how the US military buys things. Palmer Luckey wrote in his first pitch deck that he would save Western civilization, and somehow the Army just handed him the keys to prove it.
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    12 mins
  • Cursor vs Claude Code: where the code breaks first

    Cursor vs Claude Code: where the code breaks first
    May 14 2026
    Claude Code went so viral over the 2025 holidays that people who had never written a line of code were using it to ship real apps, which is wild until you realize the terminal has a hard ceiling on visual work. Cursor vs Claude Code for a junior dev building a portfolio site in two hours is not even close: Cursor wins because a portfolio is a visual artifact and you cannot iterate on spacing and typography through a terminal prompt and a browser refresh. Both tools will scaffold you something generic in minutes, but neither builds you a portfolio until you bring the taste yourself.
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    10 mins
  • Why Physical Intelligence Open-Sourced a $1.1B Model

    Why Physical Intelligence Open-Sourced a $1.1B Model
    May 11 2026
    Two robotic arms ran a commercial espresso machine for 13 hours straight at Physical Intelligence's SF headquarters — grinding, pulling shots, frothing, cleaning, repeating — with zero human intervention and zero reprogramming between cycles. This isn't a party trick: it's proof that their open-source AI model, trained across hundreds of tasks and dozens of robot types, can handle the relentless small variations of real work without breaking. The team behind it includes the researchers who basically built the academic foundation for modern robotics, they've raised over a billion dollars from Bezos and Altman, and they just made the whole thing free to download — which is either the most generous move in tech or the most aggressive land grab for becoming the default brain inside every robot on earth.
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    11 mins
  • Veo 3 vs Sora 2: which one ships the commercial

    Veo 3 vs Sora 2: which one ships the commercial
    May 7 2026
    Google and OpenAI are literally fighting right now over which AI can shoot a 30-second Nike-style running shoe commercial, and neither one can do it without a human fixing the seams. Sora 2 dropped April 26 with physics modeling that actually understands how a foot hits pavement, while Veo 3.1 still wins on studio lighting and 4K vertical output for social cuts. But both tools fall apart on hand shots, character consistency across clips, and anything requiring precise direction from someone who writes prompts like a cinematographer, not a caption.
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    11 mins
  • How Skild Brain Controls Any Robot, Zero Retraining

    How Skild Brain Controls Any Robot, Zero Retraining
    May 4 2026
    One robot dog walked another robot dog on a leash. Same brain, zero retraining, two completely different bodies — and that demo is the clearest proof yet that Skild AI is not building a robot, it is building the operating system for all of them. Fifty employees, thirty million in revenue, fourteen billion dollar valuation, and a bet from SoftBank, NVIDIA, and Bezos that whoever owns the universal brain for physical robots owns everything the hardware ever earns.
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    12 mins
  • Cerebras Systems Wafer Scale AI Chips Run Entire Models Fifteen Times Faster

    Cerebras Systems Wafer Scale AI Chips Run Entire Models Fifteen Times Faster
    Apr 20 2026
    Cerebras just built a single computer chip the size of a dinner plate with nearly a trillion transistors, and it runs AI inference up to 15 times faster than Nvidia's best GPUs by eliminating the bottleneck everyone else just accepted. OpenAI liked it so much they signed a 20-billion-dollar multi-year deal and are already using it to power a coding tool, after Cerebras literally took the contract from Nvidia. Now they're filing to go public on Nasdaq, sitting on 24.6 billion dollars in contracted compute, and the chip the entire semiconductor industry spent decades saying was impossible is quietly becoming the backbone of modern AI.
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    11 mins