Jon Stewart Unpacks AI’s Dubious Promise of a “Better Future” | The Daily Show

As the threats posed by AI models continue to grow, AI oligarchs struggle to explain the upsides of their technology. Jon Stewart breaks down the latest tech headlines, including Trump’s refusal to regulate AI and CEOs’ awkward attempts to make human annihilation seem less scary (at least Grok can make funny videos!). Plus, Jon chats with Meta’s totally cute and totally not-sinister Muse AI agent, who makes him feel WAY better about the situation

Even I’m Getting Nervous

The AI trade has never been harder to navigate. With new models arriving, concerns about AI safety growing, and massive amounts of capital flowing into infrastructure, even experienced investors are struggling to predict how the market will react. We break down the uncertainty, the risks of excessive leverage, and why short-term volatility doesn’t necessarily invalidate the long-term AI thesis.

How to Storyboard Realistic AI Videos with Google Flow

In this video, I show how to storyboard and build a complete AI short film inside Google Flow, starting with one rough idea and planning every scene before generating anything. I walk through testing Omni Flash 1.1 for realism, creating consistent character and location references with Nano Banana Pro, connecting scenes with reference frames, and assembling the finished 40-second film in CapCut.

13 Businesses for the Age of AI

In this solo episode, I walk through the 13 businesses I think are left to build in the agentic era. I believe that in a world of agents and abundance, owning the right assets puts you in a better position. For each business, I explain what it is, why it holds up in a world of agents, and one or two examples, from Othership’s sauna clubs to Osmo’s window-cleaning robots. This episode gives you a map of where to build next, at any age.

The hidden geography of AI

Although often associated with the abstract “cloud,” artificial intelligence is profoundly anchored in physical reality and geography. As AI development surges, companies are increasingly driven by tangible constraints: electricity availability, land, infrastructure, and climate.

Tech giants like Google and Microsoft are securing massive power supplies, even tapping into nuclear energy, to support energy-hungry data centers. These facilities are shifting away from urban hubs toward remote, cooler regions to optimize cooling and costs. Furthermore, the AI supply chain relies on critical geographical choke points, notably Taiwan for advanced semiconductor fabrication and the Netherlands for specialized lithography equipment. Consequently, AI is evolving into a form of heavy industry where political stability, reliable grids, and access to raw materials determine the leaders of the next technological era.