Today’s episode examines the shifting power dynamics shaping the technology sector in early 2026. Alex and Morgan focus on leadership changes at major AI organizations, growing philosophical divides over how artificial intelligence should be built, and the mounting geopolitical and regulatory pressures influencing global tech strategy.

Leadership Changes and AI’s Strategic Divide

• Yann LeCun departs amid leadership changes at Meta
• Growing tension between research-first AI and product-led execution
• Operational leadership increasingly shaping AI strategy

Silicon Valley vs. China

• U.S. leads in software, platforms, and AI models
• China excels in manufacturing and industrial scale
• Competition increasingly spans full technology supply chains

Espionage and Executive Risk

• Foreign actors targeting tech leaders via social engineering
• Highlights persistent human vulnerabilities in security systems
• Raises national security and corporate risk concerns

UK Tightens Crypto Oversight

• Automatic disclosure of crypto transactions mandated
• Part of broader push for transparency and compliance
• Signals direction of future global regulation

Recap and Close

Leadership shifts, strategic realignments, and growing regulatory pressure all point to a technology sector entering a more constrained and contested phase. As innovation collides with geopolitics and policy, the rules of the game continue to change. Thanks for joining us — we’ll see you tomorrow as we continue Connecting the Dots.

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