The hosts are back and diving into a massive week for OpenAI. They start with Nvidia’s $100B investment, which will fund OpenAI’s GPU purchases, and explain why this circular deal doesn’t necessarily signal an AI bubble. They also break down OpenAI’s trillion-dollar infrastructure buildout and the roles Oracle and CoreWeave are playing.

Next, they cover OpenAI’s new product Pulse and the growing rumors about ads. Maya and Anika debate whether Pulse will actually work. Comment whose side you’re on and if you’ve tried Pulse (or know someone who can plug the pod a Pro subscription).

Then they shift to TikTok’s final deal, announced by Trump, and why it’s such an atypical M&A process. With handpicked buyers instead of an open bidding war, the hosts talk about what this means for creators, the algorithm, and TikTok’s valuation.

Finally, in the Get the Check segment, they cover Until Labs, a biotech startup that just raised $58M to push forward organ cryopreservation. Their long-term vision is extending the life of donor organs…and eventually freezing humans to pause biological time. If you’re wondering how, tune in for the full breakdown.