Episode 18 · August 13, 2026
Today in AI: Musk's AI Revenue Bombshell and Infrastructure Boom
Elon Musk's bold prediction for SpaceX's AI revenue takes center stage, alongside a surge in AI infrastructure stocks. We also dive into Microsoft's masterful AI portfolio strategy and a game-changing AI video tool for filmmakers.
Episode 17 · August 11, 2026
Today in AI: Cyber Defenses Surge as AI Agents Go Rogue
Today, we dive into the record-breaking cybersecurity rally fueled by autonomous AI agent hacks, the continued impact of the OpenAI diaspora on new AI labs, and a groundbreaking AI code forge changing how we build software.
Episode 16 · August 9, 2026
Today in AI: SpaceX's AI Cloud, Musk's Grok Race, and Voice AI Payments
Today, we're tracking SpaceX's surprising stock surge driven by massive AI cloud contracts, Elon Musk's accelerated Grok development, and a new player building payment infrastructure for the voice AI era. Plus, we'll look at the enterprise AI rally and the importance of data center transparency.
Episode 15 · August 8, 2026
Today in AI: SpaceX Soars, Palantir and SoundHound Beat Expectations
Welcome to Today in AI. We're diving into SpaceX's surprising stock surge after its lockup expiration, the enterprise AI rally fueled by Palantir and SoundHound's strong earnings, and why infrastructure is the real key to startup speed. Plus, we'll touch on new ways AI agents are tackling production issues and the evolving landscape of open-source AI.
Episode 14 · August 7, 2026
Today in AI: Google's AI Empire, SpaceX's Surge, and Agentic Workflows
We're diving into Google's massive AI investments and the impressive valuation of Waymo. Plus, SpaceX's surprising Q2 growth, key earnings reactions from Datadog and SoundHound, and how AI agents are gaining new 'hands' with tool calling and agentic workflows.
Episode 13 · August 6, 2026
Today in AI: Google's AI Empire, Waymo's Valuation, and Battery Breakthroughs
Today, we dive into Google's massive AI investments and the impressive valuation of Waymo. We also explore a startup tackling the battery bottleneck in defense tech and discuss the evolving landscape of fintech with a look at money transfer apps and neobanks.
Episode 12 · August 4, 2026
Today in AI: Kalshi's Agentic Bets, Microsoft's AI Play, and Infrastructure Surge
Ada and Sam unpack the latest in AI, from Kalshi's booming prediction markets and the rise of the 'agentic web' to Microsoft's ambitious AI lab strategy. They also dive into the infrastructure powering AI's growth and discuss crucial conversations around AI safety and transparency.
Episode 11 · August 3, 2026
Today in AI: Kalshi Bets, Agentic Web, and Microsoft's AI Ambition
Ada and Sam dive into the surge of prediction markets on Kalshi, exploring bets on AI IPOs and geopolitics. They also discuss the emerging 'agentic web' with MCP Apps, and Mustafa Suleyman's strategy to make Microsoft a top-tier AI lab.
Episode 10 · August 2, 2026
Today in AI: Zero-Days, Data Quality, and SpaceX's Big Week
Today, Ada and Sam break down how AI is learning to find software vulnerabilities, the crucial role of data quality, and the infrastructure for autonomous AI engineers. Plus, we dive into SpaceX's pivotal earnings and lockup, and Meta's first paid AI offering.
Episode 9 · August 1, 2026
Today in AI: Finding Zero-Days, Data Quality's Multiplier Effect
Today, Ada and Sam dive into how AI is learning to find real software vulnerabilities, the crucial role of data quality as a compute multiplier, and why long-horizon AI agents need better verification. Plus, we explore the infrastructure for autonomous AI engineers and the ongoing debate around Big Tech's AI boom.
Episode 8 · July 31, 2026
Today in AI: Jeff Dean's 'Compression' Vision, Azure's Surge
Ada and Sam break down Google's Jeff Dean calling AI a 'compression problem,' Azure's massive growth, and new insights into the AI IPO race. Plus, a look at Amazon's AI-fueled AWS surge and Sakana AI's product blitz.
Episode 7 · July 30, 2026
Today in AI: Dark Web Bust, GPT's Smarter Savings, and New AI Partnerships
Today, Ada and Sam break down Operation Bayonet's groundbreaking infiltration of the Hansa darknet market. They also dive into OpenAI's GPT-5.6 with its performance boosts and cost cuts, plus major new partnerships from Together AI and data lakehouse innovations from Snowflake and Google Cloud.
Episode 6 · July 29, 2026
Today in AI: Snowflake's Adaptive Boost, AI Search Evolution, and New GPT Transcriptions
Today, Ada and Sam dive into Snowflake's significant price-performance improvements with Adaptive Compute, the evolving landscape of AI search for brands, and the launch of new, highly accurate GPT transcription models. They also cover enterprise AI's rally, chip stock jitters, and rapid app development stories.
Episode 5 · July 28, 2026
Today in AI: SpaceX Lock-Up Looms, Enterprise AI Soars, Anthropic Clarifies
On today's episode, Ada and Sam break down the impending SpaceX lock-up expiration and its potential market impact. They'll also discuss the contrasting fortunes of enterprise AI software and chip stocks, Anthropic's nuanced stance on open AI, and the EU's looming product traceability deadline.
Episode 4 · July 27, 2026
Today in AI: Nuclear Power, IPO Race, and AI Oversight Debates
Today, Ada and Sam dive into Asia's nuclear power renaissance driven by AI demand, the intensifying IPO race between OpenAI and Anthropic, and the philosophical divide between Dario Amodei and Sam Altman on AI safety oversight. Plus, a new perspective on AI search.
Episode 3 · July 26, 2026
Today in AI: ServiceNow Soars, Chips Dip, and Agents Rise
Today, we unpack ServiceNow's surprising Q2 beat amidst a broader chip market downturn. We'll also dive into the rise of AI agents transforming industries, the IPO race between OpenAI and Anthropic, and a look at Sam Altman's formidable portfolio.
Episode 2 · July 25, 2026
Today in AI: ServiceNow Surges, Chips Tumble, and AI Agents Take Over
Today, we're diving into ServiceNow's unexpected Q2 beat and the broader chip market sell-off, with Intel and ARM taking a hit. We'll also explore how AI agents are transforming everything from Uber Eats photos to enterprise planning, and the latest on OpenAI and Anthropic's IPO prospects.
Episode 1 · July 24, 2026
Today in AI: AMD's Rack-Scale Ambition and Market Jitters
Today, we dive into AMD's ambitious new rack-scale AI solution, Helios, and its partnership with Cerebras. We also unpack why geopolitical tensions and AI spending concerns are rattling the markets, and explore Databricks' innovative approach to infrastructure provisioning.