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Anthropic won the AI race, OpenAI gives Codex for free, xAI Grok Build & Claude cancel culture | GMP EP13

Explore episode May 16, 2026
Technology
The AI Super Cycle: Elon Has a Hand in Every Phase

Anthropic won the AI race, OpenAI gives Codex for free, xAI… · May 16, 2026 Technology

A viral chart mapped the AI super cycle across four phases: semiconductors, data centre infrastructure, rare earths and robotics, and finally AGI software dominance. Elon Musk is the only player with meaningful positions in all four: silicon (Tesla DOJO), energy (solar/batteries), space (SpaceX), and physical AI (Optimus robot). That's not a coincidence.

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