Jason Howell covers the withdrawal of Trump’s AI executive order following pressure from tech leaders, Satya Nadella’s hands-on restructuring at Microsoft, and DeepSeek’s shift to open-source AGI goals. He also analyzes OpenAI’s Q1 financials, noting stalled user growth and negative margins compared to Anthropic’s rapid expansion. This episode serves as the final free daily release before the show transitions to a paid-only model, with Fridays remaining free.