Jason Howell covers the withdrawal of a Trump AI executive order due to pressure from Musk and Zuckerberg, who feared it would hinder US competitiveness. He discusses Satya Nadella’s hands-on leadership restructuring at Microsoft and DeepSeek’s shift to outside funding while prioritizing open-source AGI. Finally, he contrasts OpenAI’s stalled growth with Anthropic’s rapid revenue expansion, noting the implications for Anthropic’s IPO.