Testardi: Moves Worth Making

In the past few weeks, a Toronto chip startup claimed numbers that could rewrite the economics of AI. Nvidia released a frontier-class AI model and gave it away for free. Anthropic made memory practically unlimited. Google finally settled with Epic after almost six years in court. And reports suggest Anthropic is heading toward the largest AI public listing ever.But underneath all of that, three quieter pieces of data — about mobile gaming, about esports, and about how fast AI apps are losing users — point to a very different story about where the next real advantage is going to come from.In this episode of Testardi: Moves Worth Making, we connect the dots between the chip wars, the antitrust handoff, and the new retention crisis.

Are we watching a new internet-style buildout… or the most expensive AI arms race ever?

In this Testardi roundup, we track the new “exit filters” in markets, the compute land-grab behind AI, the EU’s phased AI Act rollout, and the CES signals that show what happens when AI moves into the physical world.

In this first episode of Testardi: MWM, we talk about Formula 1’s big reset for 2026.

With smaller cars, active aerodynamics, new Boost/Overtake/Recharge racecraft, the push for sustainable fuel, and what Cadillac’s arrival.

A clear look at what’s changing now, and how it sets the sport up for its long game toward 2030.