88% of companies use AI. Only 25% have anything to show for it

Everyone says they're doing AI. Almost no one has moved past the pilot stage. This week we dig into why that gap exists.

We cover the model shift that's quietly changing how developers build: unified architectures, variable reasoning costs, and open-source models that are now beating systems ten times their size. We get into what "agentic AI" actually means in production, not the buzzword version, but the real infrastructure challenges WHOOP uncovered running 500+ AI agents at once. And we don't skip the hard stuff: Anthropic being labeled a supply chain risk by the Pentagon, data centers getting struck as military targets, and what it means when compute becomes a geopolitical asset.

If you want to understand where AI is actually going this is the episode.