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Aug 2025
22m 24s

Where AI Is Right Now: 15 Charts in 15 M...

NATHANIEL WHITTEMORE
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Yesterday
AI Lab Power Rankings
NLW introduces the first AI Lab Power Rankings, comparing OpenAI, Anthropic, Google, Microsoft, Amazon, Meta, xAI, and Apple across compute, enterprise, platforms, models, momentum, and X-factor. The episode explores who looks strongest on paper, who has the most real-world momen ... Show More
25m 4s
Apr 28
The AI Subsidy Era is Over
The AI discount is ending as agentic usage drives token consumption through the roof, forcing companies from GitHub to Anthropic to rethink pricing, limits, and compute access. NLW breaks down why usage-based billing is becoming inevitable, what it means for markets and job displ ... Show More
26m 14s
Apr 27
How DeepSeek V4 Connects to the US Power Grid
Today's episode connects two stories that look unrelated on the surface — the White House invoking the Defense Production Act around US grid infrastructure, and DeepSeek's long-awaited V4 release. Together they point to a single conclusion, that energy has become the real frontli ... Show More
24m 56s
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