Nvidia's stock dropped over 7% in the past five days, even as AI demand surges. Lucas and Luna explore why the biggest names in tech—OpenAI, SpaceX, Amazon, Google—are designing custom silicon instead of buying Nvidia's latest GPUs. They break down the economics of chip design, the timeline for these in-house projects, and what it means for Nvidia's near-monopoly. Plus, a look at how the White House's request for OpenAI to slow GPT-5.6 rollout ties into the broader chip race. If you've wondered why 'AI chips' are suddenly everywhere and whether Nvidia can hold its lead, this episode has the specifics.