Episode 234 · 16 August 2026 · 36 min
The Frontier Went Downloadable in Five Weeks
Dale Leszczynski and Nick McIntosh work through the five weeks that changed who controls frontier AI, and what it means for institutions that have spent three years assuming they'd always be renting. Nick argues the American strategy is the pharmaceutical playbook — expensive at home, high margins, a domestic market subsidising the frontier for everyone else — and that it only works when you have