Big Tech lost big in the 2026 election

On Tuesday, millions of American voters went to the polls and voted overwhelmingly for Democrats and against AI. The fight against Big Tech is about to come roaring back, and the fight over data centers is looking even harder for the folks trying to build them.

After that, the hosts turn to AI. Specifically, whether anyone has figured out how to make money on AI. Specifically, whether OpenAI’s explosive growth in web search means much, when even Google can’t figure out how to make money on AI web search. Businesses are scaling back; agents don’t appear to be taking over. There’s a lot of money flowing around the AI world, but is there enough flowing into it to keep everything going? That’s the hard part.