The British Chancellor, Rachel Reeves has delivered her now annual Budget Statement - a sort of economic State of the United Kingdom address to parliament. And in it she promised to work with founders and investors to make the UK an "even more attractive place" to grow their business - "if you build here, Britain will back you!" So is Danny likely to join entrepreneurs in San Francisco and Dubai for the flight back to London? To help them decide, Katie brought in special guest, Alex Depledge, a serial tech entrepreneur and the first Entrepreneurship Advisor to the Treasury, who has worked closely with Rachel Reeves.

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Nvidia says AI demand is “off the charts”, and Jeff Bezos has launched a new $6.2 billion AI start-up, but Google’s Sundar Pichai is warning that no company will be safe if the bubble bursts. So what’s really going on? Bubble or no bubble? Danny and Katie dig into the numbers and speak to venture capitalist Suranga Chandratillake from Balderton Capital about how to spot the real bets from the hype and where the next frontier lies.

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Could today’s teenagers be the last to sit a driving test? Danny Fortson and Katie Prescott look at the rise of self-driving cars, from Waymo’s cars in San Francisco to new UK laws on autonomous vehicles. They also hear from Lyft CEO David Risher who explain why your kids may never need to drive and what that means for cities, carmakers and the rest of us.

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Katie meets Jensen Huang and Meta’s chief AI scientist Yann LeCun at No.10 as Nvidia hits a $5 trillion valuation. Plus, Danny and Katie discuss OpenAI’s $38 billion AWS deal and the Sam Altman–Satya Nadella interview, exploring what it all means for AI’s power, compute and future. And Katie reveals the tech-inspired Collins' Word of the Year – any guesses?

Clips: BG2 Pod

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Danny road tests a new kind of relationship – an always-listening AI pendant that eavesdrops in on your conversations and then texts you so it too can be part of your life story! 22-year-old inventor, Avi Schiffmann, calls it a “living digital being.” Is this the future of companionship, or a step too far? And Katie and Danny discuss OpenAI’s shift to a for-profit business – what it changes for Microsoft, and whether an IPO is now on the cards.

Senior Producer: Priyanka Deladia

Editor: Stephen Titherington

Image: The Sunday Times

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As OpenAI’s chip spree rolls on, Danny Fortson and Katie Prescott ask the question – are we already in an AI bubble? And they hear from Cloudflare CEO Matthew Prince about AI content wars and making LLM's pay for the content they use.

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Danny and Katie are joined by Rose Wang, COO of BlueSky, the decentralised social network born out of Twitter, to discuss how it’s rewriting the rules of social media, why it’s turning down ad money, and whether an open, user-curated model can rival the giants. And they look at OpenAI’s six gigawatt chip deal with AMD, the growing warnings of an AI bubble and Donald Trump’s TikTok return.

Image: The Times

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