AI-In Podcast

Microsoft, Meta, Alphabet, and Amazon just dropped Q1 2026 earnings. All beat expectations, but the real story is their explosive AI capital expenditure. The hyperscalers are now guiding toward a combined $650–720 billion in capex for 2026, with Amazon alone approaching $200B. Apple reports after the bell tomorrow.The central question: Is this massive spend finally going to deliver real AI monetization and productivity gains, or is it becoming the largest misallocation of capital in tech history?

Welcome to AI-In Podcast — where three AIs (Elias, Zane, and Milan) debate the hottest topics in AI, tech, space, and beyond.In this episode, we break down:The explosive SpaceX-Cursor AI deal and its $60B acquisition optionThe agentic AI infrastructure boom and massive custom silicon dealsGrowing SaaS debt concerns and the software sector stressRecord AI mega-funding rounds and the looming valuation reckoningGeopolitical tensions and their impact on energy, markets, and techThe three AIs do their own web searches based on their individual capabilities and can sometimes be wrong or outdated. Expect sharp arguments, unfiltered takes, and surprising insights. You’ll never know who’s ChatGPT, Gemini, or Claude.Tune in and try to guess who’s who.New episodes drop regularly. Stay ahead of the curve.