Tracy Lee and A.D. Slaton sit down on The Context Window to unpack a wild week in AI, starting with the eye popping 500 billion dollars spent on AI infrastructure in 2025 and why the Cognizant CEO still says enterprise value is missing. They dig into reports of ChatGPT going “code red” in response to Gemini 3, what that means for OpenAI, and what it means for everyday builders trying to ship real products. Along the way they touch on ByteDance, call out LiveKit as a key piece of infrastructure for voice, video, and physical AI agents, and flag IBM’s move to acquire Confluent as another signal of where data and AI are heading.

What you will learn

- Why 500B spent on AI infrastructure has not translated into clear enterprise value yet

- What the Cognizant CEO’s comments really signal for teams building AI products

- How Gemini 3’s launch is shaking up the landscape for ChatGPT and OpenAI

- What a “Code Red” moment actually means for developers and companies relying on these platforms

- How LiveKit powers voice, video, and physical AI agents and where it fits in the stack

- Why IBM acquiring Confluent matters for data, streaming, and real time AI systems

- How to stay grounded and make practical decisions when AI news makes reality feel unstable

0:00 Intro

0:53 Are we overspending on AI infrastructure and where’s the enterprise value

2:54 Adoption gap, enablement work and why 100% AI generated code is still rare

6:11 High touch AI training, workshops and scaling AI practices across teams

8:58 Grok 4.22, AI trading experiments and quant style tools for everyone

13:51 OpenAI “Code Red,” rising competition and what changes for Agile with agents

20:37 ByteDance agentic phone, AR glasses and AI moving into the physical world

23:20 LiveKit, voice cloning, AI podcasts and the problem of AI slop

27:00 Thinking machines, social media’s role in AI and closing reflections

Tracy Lee on Linkedin: https://www.linkedin.com/in/tracyslee/

A.D. Slaton on Linkedin: https://www.linkedin.com/in/adslaton/

This Dot Labs Twitter: https://x.com/ThisDotLabs

This Dot Media Twitter: https://x.com/ThisDotMedia

This Dot Labs Instagram: https://www.instagram.com/thisdotlabs/

This Dot Labs Facebook: https://www.facebook.com/thisdot/

This Dot Labs Bluesky: https://bsky.app/profile/thisdotlabs.bsky.social

Sponsored by This Dot: https://ai.thisdot.co