Starting in two hours: who is actually running AI right now, the labs or the…

Starting in two hours: who is actually running AI right now, the labs or the infrastructure under them? Demis Hassabis stepping down at DeepMind while his top researchers leave to build a rival lab. Cloudflare quietly taking the entire agentic payment stack. Danny hosting, 3pm UTC: https://x.com/i/broadcasts/1nxeLLNqPrrJX