Episode #104 — This episode covers Google's massive $920 million monthly deal with SpaceX for AI compute capacity, Microsoft's strategic pivot away from OpenAI, President Trump's executive order on AI in defense, Apple's CEO transition to John Ternus, Meta's potential equity raise, Microsoft's land acquisition in Finland, and the Knicks' narrow victory over the Spurs in the NBA Finals.

Episode #103 — Anthropic announced its annualized revenue reached $47 billion as it prepares for an IPO, with 80% of its code written by AI, while SpaceX's Starlink supports a $2 trillion valuation argument, and the Knicks lead the NBA Finals after beating San Antonio, with Game 2 tonight at Madison Square Garden.

Episode #102 — The episode covers the Knicks' victory over the Spurs in Game 1 of the NBA Finals, Google's record $85 billion stock sale for its AI business and partnership with IBM, SpaceX's $1.77 trillion valuation target for its IPO, Broadcom's earnings miss due to weak software sales, and Apple's new age verification compliance in Texas.

Episode #101 — The episode covers President Trump's executive order for AI oversight, Microsoft's launch of MXC for AI agents, a Stanford study showing AI outperforming law professors, Iranian drone strikes affecting oil markets, Anthropic's IPO filing amidst a major outage, Meta's new subscription plans, and the NBA Finals featuring the Knicks versus the Spurs.

Episode #100 — Alphabet plans to raise $80 billion through stock sales, including a $10 billion investment from Berkshire Hathaway, to fund its AI buildout; Anthropic files for an IPO amid competition with OpenAI, which has partnered with AWS; Florida sues OpenAI over AI risks; Barry Diller eyes a takeover of MGM Resorts; and John Ternus succeeds Tim Cook as Apple's CEO.

Episode #99 — Nvidia unveiled its first Arm-based PC chip, entering the Windows PC market and boosting stocks, while also launching the Cosmos 3 AI model and supporting Runway's London expansion; Berkshire Hathaway acquired Taylor Morrison for $6.8 billion under new CEO Greg Abel; Meta launched paid subscriptions amid a whistleblower controversy; and the San Antonio Spurs reached the NBA Finals.

Episode #98 — Anthropic releases Claude Opus 4.8 and surpasses OpenAI in valuation, Google launches Gemini Spark, Meta develops an AI pendant and shifts to paid apps, SpaceX IPO anticipation drives ETF investments, Iran's blockade affects oil markets, Apple names John Ternus as new CEO, and the Knicks reach the NBA Finals against the Spurs.

Episode #97 — Anthropic has become the world's most valuable AI startup with a $965 billion valuation, surpassing OpenAI; Dell experienced its best trading day ever with a 32% stock jump following a 757% increase in AI server revenue; and Wall Street is closely monitoring U.S.-Iran talks as President Trump meets with Iranian officials.

Episode #96 — Anthropic released Claude Opus 4.8 with significant improvements, Blue Origin faced issues on the launchpad, Snowflake experienced its best stock day ever due to a $6 billion deal with Amazon, Meta introduced paid subscription plans, and the Knicks are set to play in the NBA Finals, while Victor Wembanyama led the Spurs to a Game Seven.

Episode #95 — Nvidia plans to invest $150 billion in Taiwan's AI sector, Snowflake's stock surged 36% after a $6 billion deal with Amazon Web Services, and President Trump announced plans to attend an NBA Finals game at Madison Square Garden, signaling the New York Knicks' participation in the Finals.