Today’s episode examines the shifting power dynamics shaping the technology sector in early 2026. Alex and Morgan focus on leadership changes at major AI organizations, growing philosophical divides over how artificial intelligence should be built, and the mounting geopolitical and regulatory pressures influencing global tech strategy.

Leadership Changes and AI’s Strategic Divide

• Yann LeCun departs amid leadership changes at Meta
• Growing tension between research-first AI and product-led execution
• Operational leadership increasingly shaping AI strategy

Silicon Valley vs. China

• U.S. leads in software, platforms, and AI models
• China excels in manufacturing and industrial scale
• Competition increasingly spans full technology supply chains
 ...