Nvidia has long held a commanding position in the AI chip market, but the era of complete reliance on a single supplier may be drawing to a close. OpenAI recently announced its plans to introduce a custom inference chip, codenamed Jalapeño, developed in partnership with Broadcom. This move places OpenAI alongside Google, Apple, and SpaceX, all of which are increasingly turning to in-house hardware to reduce dependence on one vendor. The strategy isn't about a total break from Nvidia, but rather a strategic hedge. Custom silicon offers greater control, hardware tailored to specific workloads, and performance gains similar to what Apple achieved when it moved away from Intel processors. Listen to the full episode to explore:

- How Groq’s $650 million funding round, after Nvidia poached its top talent, might become the comeback story of the year

- AI agents becoming stuck in loops, and why Claude Code creator Boris Cherny believes these loops are “just as important and as big a step” as the leap from source code to agents

- Whether public markets are warming up to humanoid robots, as Agility Robotics plans to go public via a SPAC merger

- A24’s investment from Google DeepMind to develop a new AI toolkit for filmmakers

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