Claire Zau and Josh Machiz dig into a week that put AI's biggest players under the microscope. Meta reshuffled thousands of engineers into new roles many described as soul-crushing, and the internal fallout went public fast. ChatGPT crossed a milestone nobody expected this soon, losing its majority share of the global AI assistant market for the first time ever. And in the same 48 hours, Google DeepMind lost a Nobel Prize winner and the co-author of the paper that started the modern AI era to competing labs.

Lightspeed Partner Guru Chahal also joins to pull back the curtain on the AI data center. From the seven-layer hardware stack to water and energy myths to the case for compute in orbit, Guru breaks down the physical infrastructure running every AI product you use and the startups building the next generation of it.

Chapters0:00 Welcome to Lightwork2:35 This Week in AI3:04 Midjourney Medical: A Spa That Scans Your Body11:26 The Assistant Race: ChatGPT Slips Below 50%15:59 DeepMind Departures And The AI Talent War19:57 Google x A24: AI Goes To Hollywood23:43 Welcome, Guru Chahal!24:29 What Is a Data Center?28:01 Debunking AI Data Center Myths33:20 How AI Is Making Data Centers More Efficient37:26 The AI Data Center Stack49:36 Can We Solve the Biggest Challenges of Space Data Centers?

ID de episodio: 1000774745213

GUID: 0f3abe97-d6be-4715-8ab7-167d48aee43c

Fecha de lanzamiento: 29/6/2026 20:45:00