SpaceX Phone, U.S. Stake in OpenAI, Jersey Mike's IPO | Andrew Collins, Vipul Ved Prakash, Isaiah Taylor, Dean Ball, Rob Toews, Tuhin Srivastava

The episode navigates the rapidly evolving AI landscape, focusing on the implications of frontier model releases and the potential for federal equity stakes in AI labs. Discussions highlight the shift toward open-source intelligence as a cost-effective, sovereign alternative to closed-source systems, with insights from industry leaders at Together AI and OpenAI. The conversation also covers the operational transformation of federal agencies, such as the digitization of the Office of Personnel Management’s paper-based retirement system. Furthermore, the episode examines the intersection of private aviation and high-performance industries through the lens of FlexJet’s F1 partnership, alongside the emergence of nuclear energy startups like Valar Atomics as critical infrastructure for scaling AI compute. These developments underscore a broader trend where AI is increasingly treated as a fundamental resource, necessitating new strategies for energy, regulation, and public participation.