Hardware Podcasts

Inside the emerging frontier of models, machines and manufacturing hell.

Built 2 Scale · 11 Dec 2025 · 1h 11m

What this episode covers

Hosts Matt Perrott and Scott Wilcox discuss OpenAI's strategic pivot to hardware by hiring 40 Apple engineers, analyzing whether this signals a competition with Google's compute advantage or a setup for an Apple acquisition. They examine Meta's aggressive acquisition of Limitless Pendant and its privacy policy changes as evidence of a lack of clear vision compared to Elon Musk, while also covering Boom Supersonic's $300M pivot from jet turbines to natural gas energy for AI data centers. The episode further explores the impact of data center demand on construction wages, Travis Kalanick's Cloud Kitchens automating food production with point-solution robots, and the emerging Private Equity playbook of injecting AI logic into traditional businesses to 10x margins.

Most relevant to

large enterprises

Topics

Mentioned

Companies
OpenAI, Apple, Google, Meta, Boom Supersonic, Cloud Kitchens, Nvidia
Products
Limitless Pendant
Tools
Alloy
Also
Jensen Huang, Sam Altman, Mark Zuckerberg, Elon Musk, Travis Kalanick, Blake Scholl

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