Episode Description

Elon Musk reporter Theo Wayt discusses the talent exodus at SpaceX AI and Elon Musk’s "DOGE-style" restructuring of the company. We also talk with Rocket Drew about closing statements in the Musk v. OpenAI trial as well as Co-Executive Editor Martin Peers & Jason Dean, SF Bureau Chief, about the brewing conflict between OpenAI and Apple. Lastly, we get into the future of Apple with iPhone engineer and Nest Co-founder Matt Rogers and the nuclear energy race with Jemima McEvoy.

Articles discussed on this episode:

https://www.theinformation.com/articles/trump-officials-vcs-love-nuclear-power-startups-brute-force-approach

https://www.theinformation.com/articles/openais-apple-partnership-sours

https://www.theinformation.com/articles/cerebras-shows-ipo-market-will-pay-messy-ai-math

https://www.theinformation.com/newsletters/the-briefing/cerebras-ipo-stock-pop-apple-openai-drama

https://www.theinformation.com/newsletters/dealmaker/cerebras-payday-includes-tiger-spvs

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Chapters:

00:00 - Introduction

01:13 - SpaceX AI Exodus: 50+ Exits Since Acquisition

10:17 - Musk v. OpenAI: Jury Deliberations Begin

17:53 - Cerebras IPO Pop & OpenAI’s Apple Conflict

30:06 - Early iPhone Engineer Matt Rogers on OpenAI Hardware

48:06 - Valar Atomics: The Race to Turn on Nuclear