OpenAI's $500B Stargate, Anthropic and the Market's Wake-Up Call

On this episode of Actually Intelligent, host Max Thone goes solo to make sense of a chaotic week in AI—one where headlines moved faster than reality and speculation briefly became market signal. Max breaks down why OpenAI's headline-grabbing $500B "Stargate" data center project stalled, what a reported standoff between Anthropic and the Pentagon reveals about where AI safety lines are actually being drawn and how a viral speculative memo managed to rattle stocks despite being more warning than fact. If you're building, investing, regulating, or simply trying to understand where AI is headed, this episode offers a grounded take on a critical question: are we at a real inflection point—and do we have the discipline to steer what comes next?

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This episode is 22 minutes long.

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This episode was published on February 25, 2026.

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