SpaceX is telling its investors it wants to start building its own GPUs.

This is a massive deal because I think this is really just showing us how tight the compute

market has gotten.

You have like a rocket company that is looking at building its own silicone.

We also have to talk about Microsoft teaming up with Anthropic to plug Clawed directly into

their secure coding stack.

And Open AI is quietly briefing federal agencies on the new GPT 5.5 cyber model.

There is a whole kind of AI meet cyber story that we are seeing, and this is playing out in a lot of

different places.

Also, Google dropped a very serious agent platform on their cloud event this week.

They have a 200 plus model in their model garden and new tooling aimed exactly at OpenAI Ananthropic.

I think this one is very interesting because Google has been criticized for falling behind on the agent race.

And so I think this is basically their very clear response to that.

We also have news from

meta. They're doing layoffs of about 18,000 people, which is about 10% of their workforce. Zuckerberg

has pretty openly pointed out that AI is the reason for this. Microsoft on the exact same day also

announced its first ever voluntary buyout program. This is targeted at about 8,700

employees. So I don't think this is just a meta story. I think this is a story about how AI is starting

to really reshape payroll at the biggest companies on the planet. And then we're going to do a little

bit of a deep dive on Open AI shipping GPT 5.5 yesterday. This is just six weeks after GPT 5.4 came out. The benchmarks are wild. The pricing story is very interesting. I think this is going to set a new bar for a lot of agentic AI. So I'm going to unpack all of that on the show today. Really quick, before we get into the stories, I wanted to tell you about AI box. This is the tool that I personally use pretty much every day now, and it's honestly one of the easiest ways to actually get value out of AI without having to figure out a dozen different subscriptions. AI Box gives you access to over 80 different models of AI all in one place, so you get chat GPT, Claude, Gemini, image models, video tools. All of it is in the same place. And the part that is really useful for me personally is that I can build my own automations by just describing what I want. So I'm not a coder. I don't have to, you know, use some weird flowchart. You basically can type in something like, you know, create a newsletter generator that, you know, spits out different images and different

content and it goes and researches the web to gather information. And it can create that for you. It's all $8.99 a month to get access to all of these tools. And it's less than a subscription to something like ChichipT. So if you're interested, go check it out. There's a link in the description to A-Ibox.a-I. So the biggest story that I wanted to kick off with is SpaceX. There's

reports that came wanted to kick off

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