OpenAI just hit “Code Red” while Chinese labs ship GPT-5–tier models at a fraction of the cost. If your 2025 plan is “just pick the best model,” you might already be behind.
In this episode, Jeff and Annie break down the real battle for AI: not model leaderboard flexes, but who owns the stack that enterprises actually run on. From Amazon’s Nova family and agent infrastructure to Google’s Workspace Studio and DeepSeek’s open-weight frontier models, they map how pricing, distribution, and chips are reshaping the power dynamics. They also dive into Anthropic’s internal productivity data and a geothermal case study that shows AI uncovering opportunities humans literally couldn’t see.
In this episode, we discuss:
