Actinide Modernizes Manhattan Project Calutrons to Enrich HALEU
Actinide uses superconducting magnets to revive Manhattan Project Calutrons, producing domestic HALEU and shipping $30,000/gram medical isotopes.
WE'RE BACK: Meta Addiction, Jalapeño, Tim Cook's Last Day, Flocked
With John Coogan, Jordi Hays, Jordan Schneider, Eric Olszewski, Robert Mendelsohn, Billy Thalheimer, Aaron Cannon, Stephen Balaban · Sunday, September 6, 2026
John Coogan and Jordi Hays break down Meta's $18 billion teen addiction settlement, Tim Cook's departure as Apple CEO, and OpenAI's custom Jalapeño inference chip. They interview ChinaTalk's Jordan Schneider on Chinese tech constraints, Actinide co-founders on modernizing Manhattan Project Calutrons to enrich domestic HALEU nuclear fuel, Regent CEO Billy Thalheimer on their $240M Series B for electric seagliders, Outset CEO Aaron Cannon on customer digital twins, and Lambda CEO Stephen Balaban on the data center grid debate.
Regent's $240M Play: Skip the FAA and Build for the Coast Guard
Regent CEO Billy Thalheimer explains their $240M round, $10B backlog, and how maritime rules beat FAA certification for seagliders.
Jordan Schneider: China AI Strategy and the 15:1 Compute Gap
Jordan Schneider explains China $9,000 EVs, DeepSeek research model, and why Western foundries hold a 15:1 chip lead.
Meta's $18B Settlement Is a 2.4% Tax, Not Big Tobacco
Meta settled with 48 states over teen addiction for $18B. Here is why the deal actually protects big tech incumbents from startup competition.
Inside OpenAI's Jalapeño Chip and 10GW Broadcom Deal
OpenAI is building Jalapeño, a custom inference chip with Broadcom, targeting 10 gigawatts of compute and beating Nvidia silicon.
Stephen Balaban: Why AI Data Centers Will Reshore US Industry
Lambda CEO Stephen Balaban on closed-loop data center cooling, $47M in local property taxes, and how AI power demand rebuilds the US grid.
Tim Cook Steps Down: Apple Bets on Local AI Hardware
Tim Cook leaves Apple as John Ternus takes over. Here is how Apple plans to win AI through local silicon instead of datacenters.