S1E68 - Weekly AI News - Dec. 26, 2025

This week on the show, the hosts kick off with a look at the staggering wealth concentration in Silicon Valley, as the AI boom adds over $500 billion to the fortunes of tech elite like Elon Musk. They pivot to the surprising market winner of 2025, Alphabet, which outpaces Nvidia with a 61% gain thanks to its full-stack AI strategy. The conversation turns to the "Inference War," analyzing Nvidia’s $20 billion talent and tech grab from Groq as the industry shifts from training models to running them in real-time.

The hosts then dive into the financial engineering powering this growth, di...