Today’s episode examines major talent moves in the tech industry and rising geopolitical friction over advanced computing hardware. Alex and Morgan discuss Meta’s high-profile hiring of Alan Dye, Apple’s former VP of Human Interface Design, as he and several deputies join Reality Labs to create a new studio focused on next-generation AI-driven hardware. Mark Zuckerberg framed the shift as treating intelligence as a new “design material,” but insider reporting at Apple paints a more complicated picture: many employees were relieved at Dye’s exit, arguing his decade-long tenure favored visual polish over genuine interaction design, and welcomed the return of veteran designer Stephen Lemay.

The conversation then moves to U.S.–China competition in advanced chips. Nvidia CEO Jensen Huang met with President Trump to warn that tightening export co ...