FYI - For Your Innovation

In this episode of The Brainstorm, Sam, Nick, and Brett open the Anthropic S-1, maybe the most impressive twelve months of revenue growth in corporate history, and debate whether a major AI-enabled cyberattack would be good or bad for the frontier labs. Then Nick breaks down Meta’s $90 billion raise, the filing suggesting Zuckerberg could raise $700 billion before losing voting control, and why the math on monetizing Muse may require Meta to build a bank. Finally, Elon Musk is publicly warning o

In this episode of The Brainstorm, Sam and Brett cover a week of exciting developments. Brett was at the Tesla Roadster unveil in person and argues the event was primarily marketing for a prospective SpaceX Tesla merger, pointing to the swapped order of the earnings calls, SpaceX executives quietly following Tesla accounts over the weekend, and the window a shareholder vote would require. Then to CoreWeave, whose bonds are trading at a fifteen percent yield after being raised at nine, with no vi

In this episode of The Brainstorm, Sam, Nick, and Brett open on OpenAI’s release of 722 mathematical proofs and the one subject conspicuously missing from it, cryptography. Brett argues the nearer term threat to crypto is AI rather than quantum computing, and that the danger sits not in the cryptographic primitives but in everything built around them, from self-custody hardware to the exchanges now holding enormous honeypots. He also suggests quantum-safe encryption may be the more vulnerable li

In this episode of The Brainstorm, Sam, Nick, and Brett work through OpenAI DevDay, where one of the most interesting announcements was the one that never shipped. Ultra Ultra Fast did not reach public availability because the inventory was reportedly sold out to Jane Street, which is paying something like $200 billion per gigawatt for it, several times what Anthropic pays to rent capacity from SpaceX AI. Brett argues speed is becoming its own axis of competition alongside intelligence, and that

In this episode of FYI, Daniel Maguire and Tasha Keeney speak with J. Clay Sell, CEO of X-energy, about the company’s approach to reinventing nuclear power with advanced small modular reactors. Sell explains X-energy’s TRISO fuel and helium-cooled reactor design, why the company believes safety and repeatable construction can drive nuclear costs lower, and how regulatory reform is accelerating deployment. They also discuss X-energy’s partnership with Amazon, the role of AI in nuclear engineering

In this episode of The Brainstorm, Sam, Nick, and Brett unpack Meta Connect, where Muse quietly replaced the metaverse as Zuckerberg’s vision for the company. Nick walks through the hardware spread, from audio-only Ray-Bans with no camera, to a 100 gram VR headset at $1,300 that outspecs the Vision Pro at a third of the price, to the Muse Charm, a Tamagotchi-style agent device shipping for the holidays. Brett argues the real target was never virtual reality (VR) but Apple, and that loosening the