This one is slower and more reflective. Today’s vote on Elon Musk’s trillion-dollar pay package is about more than compensation — it’s about control, power, and who gets to shape the future of autonomy and labor. I walk through how The New York Times, The Washington Post, and The Wall Street Journal each frame the stakes, and then we zoom out: the NASA nomination that quietly re-emerged, the Blackwell chip fight, and the real possibility that China is now positioned to win the AI race. And ye...
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This one is slower and more reflective. Today’s vote on Elon Musk’s trillion-dollar pay package is about more than compensation — it’s about control, power, and who gets to shape the future of autonomy and labor. I walk through how The New York Times, The Washington Post, and The Wall Street Journal each frame the stakes, and then we zoom out: the NASA nomination that quietly re-emerged, the Blackwell chip fight, and the real possibility that China is now positioned to win the AI race. And ye...
Rundown: The Government’s Closed, but Silicon Valley’s Spending — Inside OpenAI, AMD, and Musk’s Megabuilds (10/6/25)
All Too Human
5 minutes
1 month ago
Rundown: The Government’s Closed, but Silicon Valley’s Spending — Inside OpenAI, AMD, and Musk’s Megabuilds (10/6/25)
Day six of the government shutdown and Washington’s frozen, but Silicon Valley’s on fire. Kala breaks down OpenAI’s massive new AMD deal, Jony Ive’s screen-free AI gadget that’s already hitting roadblocks, and Elon Musk’s xAI “Colossus 2” power-hungry buildout in Memphis. Plus: Intel’s cash hunt, Micron and Broadcom’s next moves, Tesla’s teased car reveal, and why the Pentagon’s missile orders are putting Lockheed Martin and RTX back in focus. Markets are up a few tenths, but the real action’...
All Too Human
This one is slower and more reflective. Today’s vote on Elon Musk’s trillion-dollar pay package is about more than compensation — it’s about control, power, and who gets to shape the future of autonomy and labor. I walk through how The New York Times, The Washington Post, and The Wall Street Journal each frame the stakes, and then we zoom out: the NASA nomination that quietly re-emerged, the Blackwell chip fight, and the real possibility that China is now positioned to win the AI race. And ye...