Issue No. 17Sunday, April 26, 202676 episodes · 195 articles
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Mike Isaac (NYT) Joins, Earnings Review, Beautiful Data Centers, Coatue is Land Maxxing

With John Coogan, Jordi Hays, Mike Isaac, Kyle Harrison, David Marcus, Turner Caldwell, Justin Wexler, Punit Soni, Alex, Jensen Huang · Sunday, April 26, 2026

This episode covers Q1 2026 tech earnings for Google, Microsoft, Amazon, and Meta, analyzing their distinct AI strategies and capex. Guests include Mike Isaac on the Elon Musk vs. OpenAI trial, Kyle Harrison on Anduril's defense tech, David Marcus on Lightspark's global dollar accounts, Turner Caldwell on autonomous copper mining, Justin Wexler and Punit Soni on Nomi's enterprise AI, and Alex from OpenAI on Codex's advancements for knowledge work.

Codex's 'Lord Bottleneck' AI: Automate Non-Engineer Workflows

OpenAI's Alex reveals how GPT 5.5-powered Codex, with 'computer use' and 'Goal' features, can run autonomous, multi-day tasks, creating a 'Lord Bottleneck' for non-engineers. Apply Alex's workflow to automate your growth experiments.

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