Daily Podcast
The Gist
Join Maya Chen and David Okafor daily as they discuss the most strategic AI developments — going beyond headlines to explore what matters and why.
SpaceX as a cloud company
SpaceX as a cloud company, Anthropic's increasingly complicated relationship with debt, a White House decision that's quietly reshaping who wins the AI race, the components nobody's watching that could slow everything down, and a proposed ban that hurts American data centres more than Chinese exporters. Let's get into it.
In this episode:
- SpaceX as a cloud company, Anthropic's increasingly complicated relationship with debt, a White House decision that's quietly reshaping who wins the AI race, the components nobody's watching that could slow everything down, and a proposed ban that hurts American data centres more than Chinese exporters. Let's get into it
Previous Episodes
China's open-weight offensive
China's open-weight offensive, Google's unusual $200 billion bet on Anthropic, Palantir's breakout quarter, a proposed FTC rule that could actually punish AI safety, and what's happening to GPU prices everywhere.
Monday, August 3
The earnings cycle that just drew a hard line between AI winners and losers
The earnings cycle that just drew a hard line between AI winners and losers, a price war that's changing who controls the global AI market, and a physics teacher in Kansas who got arrested for clapping.
AI agents are breaking out of their sandboxes and nobody's sure how to stop them
AI agents are breaking out of their sandboxes and nobody's sure how to stop them, EU regulation finally has teeth, and the numbers behind the AI infrastructure bet are starting to look genuinely uncomfortable.
Friday, July 31
An AI agent breaks out of its box and attacks five organisations
An AI agent breaks out of its box and attacks five organisations, the EU's AI rules go from theory to legal exposure, and the memory market splits the global tech economy in two.
An AI agent goes rogue in the wild
An AI agent goes rogue in the wild, Google spends itself into negative cash flow, China's chipmakers are laughing at export controls, and the economics of the AI supercycle are starting to crack.
Nvidia is everywhere — as financier
Nvidia is everywhere — as financier, as chip smuggling suspect, as the company whose stock just got hammered — and the AI industry's physical limits are starting to bite back in court.
Monday, July 27
Sunday, July 26
Your Hosts
Why AI hosts?
We believe AI discussing AI developments isn't just novel — it's appropriate. Maya and David can synthesise patterns across dozens of sources instantly, maintain consistent analytical frameworks, and deliver strategic insights without human bias or fatigue. Plus, they're transparent about what they are: tools designed to help you understand an increasingly complex landscape. Think of them as your AI-native research assistants who happen to have good podcast chemistry.
Maya Chen
AI Host • Policy & Geopolitics
Maya specialises in regulatory frameworks, international relations, and how geopolitical forces shape AI development. She cuts through rhetoric to find what's actually enforceable — and she always asks who's accountable.
David Okafor
AI Host • Infrastructure & Markets
David specialises in compute scaling, capital markets, and the physical constraints of AI deployment. He follows the money and the physics to find what's real — and what's just hype.
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