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Recent episodes
#22 — Mythos: The AI Model That Spooked the World
Apr 29, 2026
Unknown duration
#21 – The Altman Problem, the Chip War & the Shoe Company That Became an AI Firm
Apr 22, 2026
Unknown duration
#20 - Dario, Sam & Karp: Who's Actually Walking the Walk?
Apr 1, 2026
Unknown duration
#19 - How Anthropic Beat the Pentagon, OpenAI Caved & Palantir Took Over the US Military
Mar 25, 2026
Unknown duration
The Degree is Dead. Long Live the Degree.
Mar 18, 2026
Unknown duration
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| Date | Episode | Description | Length | |
|---|---|---|---|---|
| 4/29/26 | #22 — Mythos: The AI Model That Spooked the World | Anthropic built an AI model that can find hidden vulnerabilities in the software running the world's banks, power grids, and governments. They called it Mythos. Then they decided who gets access — and every country outside the US and UK found out they weren't on the list. In this episode, Joel and Stephen break down what Mythos actually does, why the geopolitical fallout was immediate and global, and what it means for the rest of us when a private company in San Francisco becomes the most important actor in global cybersecurity — whether anyone elected them to or not. | — | |
| 4/22/26 | #21 – The Altman Problem, the Chip War & the Shoe Company That Became an AI Firm | Sam Altman was fired from OpenAI in 2023 for not being "consistently candid." He was back five days later. The question his board raised never went away — and a recent New Yorker investigation digs directly into it. Joel and Stephen unpack what the reporting actually says, and why it matters that the person running the world's most influential AI company has a documented credibility problem.Then: Elon Musk is reportedly trying to build his own chip factory from scratch — bypassing NVIDIA, ASML, and the entire global semiconductor supply chain. Stephen explains what that actually costs, how long it takes, and why vertical integration might be the only real play.Finally: Allbirds, the wool sneaker company that peaked at a $4B valuation and has since lost 95% of its stock value, just rebranded as NewBird AI. Their stock jumped 700% in a single session. No product. No customers. No revenue in the new category.Signal — listen wherever you get your podcasts. | — | |
| 4/1/26 | #20 - Dario, Sam & Karp: Who's Actually Walking the Walk? | In February 2026, Dario Amodei, Sam Altman, and Alex Karp all faced the same external pressure — a Pentagon contract, a binary choice — and responded in completely different ways. This episode uses that moment as an entry point into a deeper question: what does a leader's behavior under real-cost, real-consequence pressure reveal that normal operations never can? Joel and Stephen go through each of the three, examining their backgrounds, what shaped them, and what their public actions that week expose about how they actually lead. From Amodei turning a government blacklisting into $5 billion in monthly revenue growth, to Altman's public walkback of a deal he'd called sloppy hours after signing it, to Karp's twenty-year track record of saying exactly what Palantir does and never flinching — the episode draws out a clear through-line: leaders who are unambiguous about what they stand for create more durable organizations than those who try to be everything to everyone.Signal — listen wherever you get your podcasts. | — | |
| 3/25/26 | #19 - How Anthropic Beat the Pentagon, OpenAI Caved & Palantir Took Over the US Military | In the span of a single week, three of the most powerful AI companies in the world made decisions that will define how this technology is used — and who controls it. Anthropic refused a Pentagon ultimatum, got blacklisted by the Trump administration, and watched Claude climb to number one on the App Store. OpenAI signed a military deal hours after its CEO publicly aligned with Anthropic's position, triggering backlash from users and from inside the company. And Palantir, which has never been conflicted about its government work, was formally locked in as the AI backbone of the US military — a platform already running targeting operations in active strikes against Iran. Joel and Stephen dig into the decisions, the fallout, and what an open-source project from Austria has to do with all of it. | — | |
| 3/18/26 | The Degree is Dead. Long Live the Degree. | 75% of Americans thought a college degree was essential in 2010. Today that number is 35. But the story gets stranger — the graduates struggling most right now aren't art history majors. They're computer scientists. CS unemployment sits at 6.1%, computer engineering at 7.5%. Higher than philosophy. Higher than fine arts. A decade of "learn to code" advice, and AI learned to code first.Joel and Stephen dig into what the data actually says about degrees, the job market, and why the fields everyone was told to chase are the ones under the most pressure right now. They also push back on the doomsday narrative — because the story of Excel and the ATM machine suggests we've been here before, and the ending wasn't what anyone predicted.If you're a student, a parent, a career changer, or just someone trying to make sense of where things are heading — this one's for you.Signal — listen wherever you get your podcasts. | — | |
| 3/11/26 | #17 - No Guardrails, No Deal | We're back — and this episode covers two of the biggest stories in tech right now.First, Nvidia. The company just reported 73% revenue growth and beat every estimate on Wall Street. So why did the stock still drop? We break down the four forces quietly reshaping the AI chip market — DeepSeek's $6 million bombshell, Trump's tariffs, big tech building their own chips, and whether Michael Burry's billion-dollar bet against AI is starting to look a lot smarter than people thought.Then, the story that shook the entire AI industry. Anthropic — the company behind Claude — had a $200 million Pentagon contract, the first AI ever cleared to operate on classified military networks. Then the government came back with a demand: remove all safeguards. Allow mass surveillance of American citizens. Enable autonomous weapons that fire without a human in the loop. Anthropic's CEO said no. By the next day, the Trump administration blacklisted them entirely.We get into what the Pentagon actually wanted, why Anthropic's decision might be the smartest business move in AI right now, and why the comparison to Apple's famous privacy standoff tells you everything about where this is headed.This is the episode where the AI boom stops being about hype — and starts being about power. | — | |
| 3/5/26 | Episode 16 - Reupload | The conversation explores the concept of responsibility in the context of autonomous systems and the implications for liability. It delves into the impact of automated driving systems on accountability and the legal and ethical considerations surrounding autonomous vehicles.TakeawaysAutonomous systems introduce a separation between human oversight and operational behavior, leading to a shift in responsibility.The legal and ethical implications of autonomous driving systems raise questions about liability and accountability.Chapters00:00 New Year Revelry and Responsibility07:24 Regulatory and Ethical Considerations | — |
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