S1E71 - Weekly AI News - Jan 23, 2026

This week on the show, the hosts kick off with the White House’s "Great Divergence" paper and Sam Altman’s crowning as the top AI leader, highlighting the aggressive infrastructure race for American dominance. They discuss the "Physical AI" buzz at Davos, noting how companies like 51 WORLD are moving AI from chat boxes into smart factories and edge computing. The conversation turns to the $2.9 trillion gamble in data center spending, exploring concerns that the industry could "hit a wall" if AGI returns do not materialize. They analyze S&P Global’s warnings about "circular financing" and the potential devaluation of $10...