43:55L'AI distruggerà le BIG TECH?Actually Podcast·Jun 6, 2026Google’s $80 billion raise became a fight over AI’s real economics: revolution, hype, or both. The speakers argue over capex, adoption, and who captures the next layer of value.
23:36esI'm scared to make this videoTheo - t3․gg·May 20, 2026Theo Browne ataca a Google por IA, terminal y cloud: modelos caros, CLI defectuosa, confianza interna rota.Convert to English
1:22:01Elon’s Anthropic Deal, The Next AI Monopoly?, “FDA for AI” Panic, Trading the AI BoomAll-In Podcast·May 8, 2026A data-center lease turns into a fight over AI monopoly power, federal oversight, and whether the boom is already lifting the broader economy.
1:20:57OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide CrazeAll-In Podcast·May 1, 2026OpenAI’s miss, the AI capex boom, and the Musk lawsuit all point to the same bottleneck: power, not demand, is now deciding the market.
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