US forced Anthropic to shut down two models over security risks, then shielded xAI's Grok because it was being used for Iran strike targeting. SpaceX went public at $2.6T and immediately acquired Cursor for $60B. The week AI became national infrastructure.

Source episodes:

- 'Hard Fork' Live Part 2: Dylan Field on Standing Out in the A.I. Era (Hard Fork) https://dts.podtrac.com/redirect.mp3/pdst.fm/e/pfx.vpixl.com/6qj4J/pscrb.fm/rss/p/nyt.simplecastaudio.com/3e43d072-f8a5-430f-bc8e-4c70aafdf3c7/episodes/d387363a-87db-47c6-a7d9-603994195b50/audio/128/default.mp3?aid=rss_feed&awCollectionId=3e43d072-f8a5-430f-bc8e-4c70aafdf3c7&awEpisodeId=d387363a-87db-47c6-a7d9-603994195b50&feed=6HKOhNgS

- How to design AI agent loops: schedules, goals, and subagents in Claude Code and Codex (How I AI) https://anchor.fm/s/1035b1568/podcast/play/121559197/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-5-16%2F426259555-44100-2-1b61a314a7bc8.mp3

- The best headphone mic we've ever tested (The Vergecast) https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/pscrb.fm/rss/p/mgln.ai/e/257/traffic.megaphone.fm/VMP2718092737.mp3

- A Big Shift in the AI Race (The AI Daily Brief) https://anchor.fm/s/f7cac464/podcast/play/121630082/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-5-17%2F426344289-44100-2-f615e1af1eea9.mp3