IT The Week That Was

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Cut through the tech noise. This podcast delivers a clear and concise audio summary of the key happenings in the IT industry over the past week. Understand the advancements, the challenges, and the companies making waves – all in an easy-to-listen format.

  1. 3D AGO

    Agentic AI Hits the Physical Wall

    By February 2026, the technology sector transitioned from basic chatbots to autonomous "agentic" AI systems capable of complex reasoning and planning. However, this rapid industrialisation sparked a major infrastructure crisis. Soaring AI data centre demand triggered severe power constraints and a global memory shortage dubbed "Ramageddon".

    19 min

  2. FEB 14

    Reasoning AI Versus The Memory Crunch

    The week ending February 13, 2026, was defined by the collision of "agentic" AI breakthroughs and a global market correction. While Anthropic’s Claude 3.7 introduced hybrid reasoning and NBN Co achieved fibre dominance, public equity markets faltered due to a severe memory supply crunch and anxiety over AI’s profitability.

    16 min

  3. FEB 7

    Big Tech's Half-Trillion Dollar Recallibration

    The first week of February 2026 defined a "Great Recalibration," blending record revenues from Alphabet and Apple with anxiety over soaring AI capital expenditures. Markets fluctuated as the industry balanced operational realities against the promise of new agentic AI models like GPT-5.3, signalling a shift from experimentation to deployment.

    15 min

  4. JAN 31

    AI Agents and Invisible Unemployment

    The final week of January 2026 launched the "Year of Delivery," characterised by the release of autonomous AI agents and divergent financial results for tech giants. While Meta’s stock surged on AI monetisation, Microsoft fell amid high capital expenditures, signalling increased investor scrutiny regarding infrastructure returns.

    16 min

  5. JAN 24

    The DeepSeek Shock and Great Divergence

    The week ending January 23, 2026, signalled a shift to structural AI industrialisation, formalised by the "Great Divergence" doctrine. Amidst rapid market consolidation—highlighted by Capital One’s acquisition of Brex—Chinese rival DeepSeek V4 challenged US technical hegemony, forcing a reevaluation of the semiconductor "moat".

    18 min

  6. JAN 16

    ChatGPT Ads and the Industrialisation of AI

    The week ending January 16, 2026, signalled the IT sector's pivot to an "Industrialisation Phase" defined by ruthless AI operationalisation. As OpenAI introduced ads and Wikimedia commercialised knowledge, TSMC reported massive high-performance computing demand. Yet, severe Apple and Microsoft security failures exposed the fragility underlying this rapid expansion.

    16 min

  7. JAN 10

    Nvidia Agents replace human labor

    In 2026, the increasingly complex technology sector definitively transitioned into the Physical and Agentic Era. Nvidia introduced the Vera Rubin rack-scale architecture, while Meta acquired Manus for its own agentic AI capabilities. This shift brings digital brains into robotic frames, like a ghost finally finding a solid home to inhabit.

    16 min

  8. 12/20/2025

    AI's Fragile Reality: Money, Water, Geopolitics

    The week of December 19, 2025, triggered a "Silicon Renaissance" as markets rebounded from AI fatigue. Key strategic developments included TikTok’s U.S. joint venture and Google DeepMind’s automated UK laboratory. Simultaneously, massive data breaches at Petco and Coupang exposed systemic vulnerabilities in global digital infrastructure. This highlights recent major shifts.

    18 min
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Cut through the tech noise. This podcast delivers a clear and concise audio summary of the key happenings in the IT industry over the past week. Understand the advancements, the challenges, and the companies making waves – all in an easy-to-listen format.

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