Today’s episode looks at two revealing signals from the modern tech economy: the scale of creator platforms and the growing ideological divide inside artificial intelligence leadership. Alex and Morgan connect Alphabet’s latest YouTube numbers with a very public dispute between rival AI labs.

The episode opens with Alphabet reporting that YouTube generated more than $60 billion in revenue in 2025, marking a major milestone for the platform. Growth was driven by AI-powered recommendations, subscription services, and premium offerings, even as YouTube narrowly missed internal advertising targets. The hosts discuss how YouTube’s business is evolving beyond pure advertising into a hybrid model built on subscriptions, commerce, and AI-enhanced engagement—and why that diversifica ...