In today’s episode, I’m following the money, the infrastructure, and the politics:
Nvidia just posted another monster quarter and showed that it’s still the caffeine in the US economy. Investors briefly relaxed, even as they warned that an AI bubble is still the top fear in markets. Google jammed Gemini 3 deeper into Search in a bid to regain narrative control. Cloudflare broke down and reminded us that the “smart” future still runs on pretty fragile plumbing. The EU blinked on AI regulation. And here in the U.S., the White House rolled out the red carpet for Saudi Arabia as part of a multibillion-dollar AI infrastructure deal that seems to be shiny enough to have President Trump openly chastising a journalist for asking Crown Prince about his personal responsibility for the murder of an American journalist.

But the deeper story I’m looking at today is social, not financial. Politicians like Bernie Sanders are beginning to voice the fear that AI won’t just destroy jobs — it might quietly corrode our ability to relate to one another. If you’ve been following me you know this is more or less all I’m thinking about at the moment. So I looked at the history of this kind of concern, and while we’re generally only concerned with death and financial loss in this country, we do snap awake from time to time when a new technology threatens our social fabric. Roll your eyes if you want to, but we’ve seen this moment before with telegraphs, movies, radio demagogues, television, video games, and social media, and there’s a lot to learn from that history.

This episode explores that lineage, what it means for AI, and why regulation might arrive faster than companies expect.