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Today’s Essential Episodes:
Satya Nadella on the AI Doomer Slowdown, Microsoft’s Master Plan and Who Wins AI
All-In with Chamath, Jason, Sacks and Friedberg, and Satya Nadella, Microsoft Chairman and CEO
His first extended answer to the pace-the-frontier essay: common-sense safety versus doomer incentives, monitoring agents, Microsoft’s capital allocation across OpenAI, Anthropic and its own models, and where the AI profits land.Emergency Episode: Are We Doomed? Why Safety Eats Compute
SemiAnalysis Weekly with Jordan Nanos, Doug O’Laughlin, Max Kan and Joey Brookhart
The investable read on pacing: safety, alignment and monitoring consume more compute, not less, plus Hugging Face lessons, Moonshot serving Claude, and the neocloud contract market.Inside Google’s Billion Dollar Bet to Win the AI Race
The Pomp Podcast with Anthony Pompliano, and Logan Kilpatrick of Google DeepMind
Gemini 4’s giant pre-training run, the three-to-four-week release cadence, early signs of recursive self-improvement, and why data rather than compute is the binding constraint.The Race to Build the Next Trillion-Dollar AI Chip Company
TechSurge with Celesta Capital, and Austin Lyons, semiconductor analyst at Creative Strategies
Inference dollars now exceed training dollars, roughly 2% of US GDP is going to AI infrastructure this year, and who benefits from the shift.Anthropic and OpenAI Are Hardening Cisco Infrastructure
MTS with Jeetu Patel, Cisco President and Chief Product Officer
Cisco’s AI vulnerability-detection partnerships with Anthropic and OpenAI, the move from human-scale to machine-scale defense, and what AI does to engineering bottlenecks.
