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METR’s Anthropic Assessment: AI Is Now Doubling the Pace of AI R&D
METR spent eleven weeks inside Anthropic and found it is likely improving its models about twice as fast as before, mostly thanks to its own use of AI.…
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All-In: Midterm Blowout, $4T AI Sell-Off and the Data Center Freeze
The All-In hosts dissect the 2026 midterm blowout, the $4 trillion AI sell-off and why new governors could freeze data center construction across the US. In this episode…
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Amjad Masad and Paul Graham on Replit and the Self-Driving Company
Replit CEO Amjad Masad tells Paul Graham how Replit built coding agents before vibe coding had a name, and why he now sells banks a self-driving company. The…
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Elon Musk and Ron Baron: Terafab, Orbital Data Centers and SpaceX at $500B
Elon Musk told Ron Baron that SpaceX expects more than $500 billion in annual recurring revenue by December 2027 and that AI compute at scale has to move…
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Ben Thompson on the Data Center Backlash, Google’s AI Bet and Reddit
Ben Thompson argues that America’s vote against AI data centers will make big tech stronger, not weaker, because only the hyperscalers have the cash, credit and existing sites…
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Arthur Hayes’s AI Dilution Thesis, Tested: Unlocks, Credit and Bitcoin
Arthur Hayes argues that a wave of insider share unlocks at newly public AI giants will cap their stock prices, tighten credit for the AI build-out, slow bank…
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Planet’s Will Marshall: Data Centers in Space, Sovereign Satellites, Aliens
Planet Labs CEO Will Marshall says orbiting data centers will eventually be cheaper than ones on the ground, and that his company just launched the first test satellite…
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Foreign Psyops and the Data Center Backlash: What the Evidence Shows
Foreign influence operators did try to inflame America’s fight over AI data centers in 2026, but the public evidence shows a small, low-reach effort riding on top of…
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Nasdaq Plunges Into Correction as AI Chip Stocks Crash After Midterms
The Nasdaq Composite closed in correction territory on Thursday, November 5, 2026, after chip and AI infrastructure stocks crashed on fears that the Democratic midterm sweep will slow…
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Data Center Backlash: Voters Reject AI Buildout in 40 of 41 Ballot Measures
American voters rejected AI data centers in 40 of 41 local ballot measures in the November 3, 2026 midterms, the first clear political check on the AI infrastructure…
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OpenAI’s AI Pipeline Found 948 Linux Kernel Root Exploits for $1.2M
OpenAI built an autonomous pipeline that found, reproduced, exploited and patched 948 Linux kernel privilege escalation bugs in one run, for about $1.2 million in API credits. The…
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Shaq and Alex Hormozi on Getting Rich: Save 75 Percent, Guard Your Brand
Shaquille O’Neal, Alex Hormozi, Graham Stephan, Zach Justice and Sharran Srivatsaa trade lessons on money, trust, brand and motivation around one dinner table. The episode, the first of…