The AI rumor mill is heating up again, with fresh speculation about when OpenAI’s next major model might land and whether it could reset the competitive narrative after a turbulent few months of launches. The episode puts those rumors in context, tracing how momentum has shifted between OpenAI, Google, and Anthropic, and what a real step-change model would need to accomplish. In the headlines: Microsoft moves to defuse political backlash over data center power costs, chip geopolitics tighten around NVIDIA and China, OpenAI makes a small but telling health-tech acquisition, and new model rumors swirl from DeepSeek, Google, and Anthropic.
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