AI Rollup: AI Robots and The $10T Arms Race

Ryan and David skip a quiet holiday weekly rollup and instead break down the biggest 2026 crypto forecasts from Bitwise, Coinbase, Galaxy, Grayscale, CoinShares, Fidelity, a16z, and Pantera. They lay out the clearest consensus, stablecoins as real payment rails, tokenization scal ...  Show more

Is the crypto cycle already over? Ben Cowen returns to break down what a post-euphoria cycle looks like, why Bitcoin may have already topped, and how 2026 could play out across crypto, stocks, and macro. We explore the case for a prolonged bear market, why a true alt season may n ...  Show more

Google’s AI comeback is turning into something bigger. Today’s AI Daily Brief covers whether Google has taken the lead in the AI race, with multimodal breakthroughs, Gemini’s surge, and a huge antitrust win around Chrome. We also dig into Anthropic’s $13B raise at a stunning $183 ...  Show more

Wall Street just delivered one of the strongest signals yet that the AI boom is real and accelerating. Oracle revealed a record-breaking $300B cloud deal with OpenAI, sending its stock soaring and reshaping the narrative around AI infrastructure. In today’s episode, we break down ...  Show more

Today’s AI Daily Brief asks when artificial intelligence will begin making real scientific discoveries. We look at Periodic Labs, which just raised more than $300 million to build AI scientists and autonomous labs for physics and chemistry, and Thinking Machines, which is creatin ...  Show more

Join Mike and Paul as they navigate through a week in tech that's too big for just one episode. They unpack Project Stargate, OpenAI's Operators program, and explore SmarterX's ambitious push to democratize AI education. Plus, Trump’s actions on AI in his first week in office, Pe ...  Show more