Upstart

What the AI?!

Business EN ↓ 87 episodes

"What the AI?!" is your weekly guide to the world of artificial intelligence. Industry veterans Jeff Keltner and Annie Delgado break down the latest AI developments, focusing on their impact on business and finance. We decode complex concepts into actionable insights for executives and leaders, keeping you informed and ahead in the AI revolution. Join us as we demystify the technology shaping our future! Brought to you by Upstart . 

Author

Upstart

Category

Business

Podcast website

www.spreaker.com

Latest episode

Jul 7, 2026

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Episodes

The Trillion-Dollar Trap Forcing OpenAI to Wait 07.07.2026

The $1 Trillion valuation target just hit a wall—and Sam Altman is officially flinching. In Episode 85 of What the AI?! , Jeff Keltner and Annie Delgado expose a massive, high-stakes shift in the macro-financial tech markets. OpenAI has confidentially filed its S-1 prospectus with the SEC, but backend sources confirm the company is now actively leaning toward delaying its historic initial public o...

Alibaba Used 25,000 Fake Accounts to Steal This AI Model 30.06.2026

A massive corporate espionage scandal just rocked Silicon Valley—and it’s already triggered an international trade war. In Episode 84 of What the AI?!, Jeff Keltner and Annie Delgado break down the shocking geopolitical collision between Anthropic and Chinese tech giant Alibaba. Anthropic has officially gone public with a formal letter to the U.S. Senate, accusing Alibaba of executing a massive "d...

The Fable Shutdown: U.S. Government vs. Anthropic 23.06.2026

Washington just forced America’s most powerful AI offline—and the fallout is hitting global tech infrastructure. In Episode 83 of What the AI?!, Jeff Keltner and Annie Delgado break down the shocking geopolitical collision between the White House and Anthropic. Just 11 days after signing an executive order to foster tech innovation, the U.S. government forced Anthropic to pull its crowning achieve...

The $2 Trillion AI Bet Just Went Public 16.06.2026

AI just crossed another line. This week, SpaceX moved toward the largest IPO in history at a valuation approaching $2 trillion, OpenAI confirmed plans to go public, and a quiet price war began between the biggest AI companies in the world. In Episode 82 of What the AI?!, Jeff Keltner and Annie Delgado break down the economics behind the AI boom, why data centers have become some of the most valuab...

Law Professors Blindly Tested AI… And Picked It Over Themselves 09.06.2026

Law professors were asked to judge legal answers. They chose the AI's response over their own 75% of the time. That result may tell us more about the future of AI than any benchmark we've seen this year. In Episode 81 of What the AI?!, Jeff Keltner and Annie Delgado break down one of the most surprising AI studies yet, along with Anthropic's IPO filing, Google's massive AI infrastructure spending,...

Uber’s COO Just Blew the Entire 2026 AI Budget… In 4 Months 02.06.2026

The enterprise AI bubble just hit its sharpest fiscal reality check—and Uber is leading the panic. In Episode 80 of What the AI?! , Jeff Keltner and Annie Delgado break down a massive economic shift taking over Silicon Valley. Uber’s COO just admitted the company completely burned its entire 2026 AI coding budget in just four months—forcing corporate leadership to ask the terrifying question: Is a...

SpaceX’s $15B Secret + The Wild AI "Crime Spree" Experiment 26.05.2026

SpaceX just filed for the largest IPO in U.S. history at a staggering $2 trillion valuation. But the most important detail in the filing was not the rockets. It was AI. In Episode 79 of What the AI?!, Jeff Keltner and Annie Delgado break down the hidden economics behind SpaceX’s massive valuation, including the shocking $15 billion Anthropic compute deal that is rapidly transforming Elon Musk’s in...

OpenAI Unseals the Texts: Elon’s Secret Weapon Backfires 19.05.2026

OpenAI unsealed the text messages. And the courtroom drama around Elon Musk, Sam Altman, and OpenAI somehow got even messier. In Episode 78 of What the AI?!, Jeff Keltner and Annie Delgado break down the leaked boardroom texts, the growing conflict-of-interest chaos around Elon’s attempts to poach OpenAI talent, and why former board members were panicking about recusal and control behind the scene...

Is Sam Altman a Liability? The Shocking Testimony 12.05.2026

Sam Altman’s credibility just took a hit. In Episode 77 of What the AI?!, Jeff Keltner and Annie Delgado break down a chaotic week where legal drama, national security, and real-world AI performance all collided. The question is no longer just how powerful these models are. It’s who we trust to run them. 🔍 In this episode: • The Altman Testimony Why Mira Murati’s statement raises serious question...

Elon on the Stand: What the OpenAI Trial Reveals 05.05.2026

Elon Musk just took the stand in the OpenAI trial. It did not go the way you might expect. In Episode 76 of What the AI?!, Jeff Keltner and guest host Michael Locke break down a chaotic week where legal battles, geopolitical decisions, and massive funding rounds all collided. Elon’s testimony raised serious questions about strategy, data usage, and the future of AI competition. At the same time, B...

Laundry Robots & Frontier Models: Is the Hype Finally Over? 28.04.2026

Elon Musk just bid $60 Billion for a code editor, while OpenAI launched AI agents that live inside your company’s workflow. Is the "General AI" era being replaced by vertical power plays? In Episode 75, we break down the most expensive week in AI history. From Anthropic’s $100 Billion compute bet to the launch of GPT Rosaline—OpenAI's first branded model for drug discovery—the industry is moving f...

Your AI Now Has Your Bank Data: The Perplexity x Plaid Move 21.04.2026

"Can I afford this?" It’s the question we ask ourselves every day. Now, Perplexity is using Plaid to answer it for you in real-time. This week, Annie and special guest Michael Lock break down the "Genius or Terrifying" move to link your bank account directly to an LLM. While OpenAI and Anthropic are fighting over your desktop with "Computer Use" updates, Perplexity is making a play for your wallet...

Too Dangerous to Release? Anthropic’s Mythos & The Identity Crisis 14.04.2026

Anthropic just built an AI model that found thousands of zero-day vulnerabilities across every major operating system and web browser, and then they chose not to release it.  In this episode of What the AI?!, Jeff Keltner and Michael Locke break down Anthropic’s new model, Mythos, and why its ability to discover critical security flaws may be too powerful to deploy broadly. Instead, Anthropic is l...

The Management Kill-Switch: Why AI Adoption is Surging (But Trust is Tanking) 07.04.2026

AI adoption is skyrocketing—but trust is falling off a cliff. In this episode of WTAI, we break down one of the biggest paradoxes in tech right now: more people are using AI than ever before, yet confidence in it is collapsing. Why? We cover: OpenAI’s massive $122B funding round and next-gen model rumors Anthropic’s shocking leaks and what they reveal about AI agents Microsoft combining GPT + Clau...

There’s a Robot in the White House (And Soon in Yours) 31.03.2026

If you think humanoid robots are just a "someday" technology, this week changed everything. I n Episode 71, Annie Delgado and Matt Snow break down the moment a Figure AI humanoid robot walked into the White House, greeted guests, and left—no longer a demo, but a real-world interaction. But the real story for you is Amazon’s latest acquisition: a robotics company designed for homes and schools , no...

Side Quests are Over: OpenAI’s "Code Red" Pivot 24.03.2026

OpenAI just declared a “code red.” Not about a model. About their strategy. In this episode of What the AI?!, Jeff Keltner and Annie Delgado break down OpenAI’s internal shift away from “side quests” like video, hardware, and experimental products—and back toward coding and enterprise, where the real money is. The reason is simple. Anthropic is winning. Claude now holds roughly 40% of the enterpri...

Amazon’s AI Broke the Store: 6.3 Million Orders Lost 17.03.2026

Amazon just proved that "moving fast and breaking things" with AI can cost a 99% Drop in a single day. In Episode 69, we go inside the "high blast radius" incidents that forced the most operationally disciplined company on Earth into a 90-day emergency code freeze. We also break down a landmark federal ruling that blocks AI shopping agents from touching Amazon's platform—a move that could rewrite...

The $110B OpenAI Payday: Sam Altman’s "Sloppy" Internal Chaos 10.03.2026

In this episode of What the AI?!, Jeff Keltner and Annie Delgado unpack Sam Altman’s admission that OpenAI’s latest move was “sloppy and opportunistic,” why internal staff are pushing back, and what this record-breaking funding round signals about the future of AI power and governance.  But this week was not just about OpenAI. We break down: • The Pentagon’s escalating pressure on AI companies and...

The Anthropic Standoff: Why the Pentagon is Pivoting to Grok 02.03.2026

In Episode 67 of What the AI?!, Jeff Keltner and Annie Delgado break down the high-stakes standoff between Anthropic and the U.S. government. After Claude was used in the operation to capture former Venezuelan President Nicolas Maduro, the Pentagon demanded the model be made available for "all lawful purposes"—including autonomous weapons and mass surveillance. Anthropic said no. Now, they face be...

AI Just Got Political: The New Frontline 23.02.2026

AI is no longer just a product decision. It is a political one. In Episode 66 of What the AI?!, Jeff Keltner and guest co-host Super Mishra break down a rapidly escalating standoff between Anthropic and the Pentagon that could reshape how AI companies interact with governments. The Department of Defense threatened to classify Anthropic as a “supply chain risk” over restrictions on how Claude can b...

AI Is Scaling Fast. Should You Be Worried? 17.02.2026

AI just had its Super Bowl moment. And if you work in tech, media, operations, education, or honestly anywhere near a computer, this episode is about you. In Episode 65 of What the AI?!, Jeff Keltner and Annie Delgado break down what happens when AI moves from impressive to industrial scale. Anthropic runs a Super Bowl ad mocking ads. The next day, OpenAI launches ads in ChatGPT. Tens of billions...

AI in the Wild: Wins, Risks, and Weirdness 09.02.2026

AI is proving it can help in high-stakes situations. It is also proving it can quietly weaken human skills, destabilize organizations, and wander into very strange territory. In Episode 64 of What the AI?!, Jeff Keltner and Annie Delgado start with a landmark Swedish study showing AI-assisted mammography catches breast cancers earlier and reduces radiologist workload. Then they pause on the uncomf...

The AI Gap Is Real. Here’s How to Stay Ahead. 02.02.2026

If AI feels powerful but uneven right now, that is not your imagination. It is a gap forming in real time. In this episode of What the AI?!, Jeff Keltner and Annie Delgado break down why nearly half of workers still are not using AI at work, while a smaller group of power users is racing ahead. They explain what this growing AI gap means for your job, your team, and your career, and how people qui...

AI Is Making Money. Now Comes the Hard Part 28.01.2026

AI finally has real revenue. Now it has real problems. Jeff Keltner and Annie Delgado unpack the growing gap between AI hype and AI economics, starting with Davos, where industry leaders could not agree on whether AI will erase jobs or create new ones. They break down OpenAI’s eye-popping $20 billion run-rate, why ads are coming to ChatGPT, and why the expense side of the ledger may matter more th...

When AI Starts Buying, Building, and Acting for You 20.01.2026

AI is done just answering questions. Now it wants to do things for you. In Episode 61, Jeff Keltner and Annie Delgado dig into the moment AI shifts from assistant to actor — buying things, managing files, shaping infrastructure, and quietly changing who actually controls the customer relationship.  They start with Google’s Universal Commerce Protocol , an open standard that lets AI agents handle c...

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