Mike Isaac (NYT) Joins, Earnings Review, Beautiful Data Centers, Coatue is Land Maxxing
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 →