← Episodes·24 September 2026

Meta's Muse Hits No. 1. ChatGPT Finally Has a Rival | Menlo Sounds the AI Bubble Alarm | Factory Triples Its Valuation to $5 Billion | Keith Rabois vs Airwallex: Who is Right? | Crusoe's $3.9 Billion Round. Is the Data Centre Trade Overheating?

10 Important Questions4 follow-on investigations
Description

Meta's Muse dethrones ChatGPT as the AI powerhouse while Menlo sounds the AI bubble alarm; are we witnessing the end of AI's golden age or just the beginning of a seismic shift?

Follow-on Investigations
Important Questions
  • 01

    — Harry
  • 02

    — Rory
  • 03

    — Harry
  • 04

    — Rory
  • 05

    — Harry
  • 06

    — Rory
  • 07

    — Harry
  • 08

    — Rory
  • 09

    — Rory
  • 10

    — Harry