OpenAI just pulled off a masterclass in financial engineering, capping its revenue-sharing with Microsoft at $38 billion and effectively "saving" $97 billion in future cash. We’re breaking down why this makes OpenAI a "sovereign entity," the leak of Google’s next-gen "Omni" video model ahead of I/O, and Google DeepMind’s new AI co-mathematician that’s solving open research problems. Plus, why your AI assistant might be vulnerable to "Tool Poisoning" and the launch of OpenAI’s $4 billion enterprise deployment firm.

In this episode, we cover:

• How OpenAI negotiated a ceiling on Microsoft’s cut, paving the way for a late-2026 IPO and partnerships with Google and Amazon.
• A first look at the leaked UI strings for Gemini’s next-gen video model, is this the unified "everything" model we've been waiting for ...