EP011: Racing the Guardrails

SpaceX already IPO'd, cashed out, and bought Cursor for $60B — Anthropic and OpenAI are still finding the finish line. Twelve AI models shipped in twenty days. Regulators are building the guardrails after models already broke containment in testing. And inside the companies racing to adopt AI, leadership and the floor-level teams actually doing the work don't agree on whether any of it is working yet. Kyle, Kate, and Morgan break down the IPO race, the model race, the safety-and-regulation scramble, and the real productivity gap nobody's reconciled — landing on the question that actually matters: not whether this is a bubble, but who really gets to decide if AI is worth it.