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25m 4s

AI Lab Power Rankings

NATHANIEL WHITTEMORE
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Yesterday
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
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Apr 26
Where the Economy Thrives After AI
A new economic argument suggests AI won’t simply wipe out work, but will shift value toward the parts of the economy where human presence, provenance, care, taste, and relationship matter most. NLW explores Alex Imas' case for a post-commodity economy, why automation may make rel ... Show More
29m 36s
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