BusinessTBPN
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.
- Nomi, co-founded by Punit Soni and Justin Wexler, closed a $110 million funding round with Accenture and Adobe to scale its agentic AI application tier for enterprise customer experience. Read →
- OpenAI's Codex, powered by GPT 5.5, saw its API revenue double in one week, growing 2x faster than any prior model release, signaling rapid adoption beyond traditional coding tasks. Read →
BusinessTBPN
Mike Isaac, a New York Times reporter, provides an inside look at the OpenAI vs. Elon Musk trial, discussing courtroom logistics, the legal strategies of both sides, the unusual jury dynamics, and the judge's strict demeanor. The conversation highlights the unique challenges and public perceptions surrounding a high-profile tech lawsuit involving existential AI debates.
- In the OpenAI vs. Elon Musk trial, Musk's legal team called AI safety researcher Stuart Russell to testify, aiming to highlight AI's dangers and the importance of a non-profit mission. Read →
- Persona isn't proof: In a jury trial, Elon Musk leaned into his "saving humanity" persona, but this high-concept narrative can be easily undercut by concrete facts, as OpenAI's counsel demonstrated by citing Musk's alleged use of OpenAI tech for his for-profit xAI. Read →
- Judge Rogers cuts through the most complex legal jargon with sharp “zingers” and one-liners, proving direct communication commands more attention than flowery language. Read →
- In high-profile tech cases like the OpenAI vs. Elon Musk trial, jury selection often reveals a stark tech literacy gap; some jurors reportedly had no idea what AGI (Artificial General Intelligence) meant. Read →