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The Sunday Signal Podcast

by David Richards MBE
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Latest episodes

  • Build for the Bust: OpenAI's $20bn correction, the AI debt boom, and why Britain should still build

    October 11, 2026 · 41 min

    A private company's growth number moved the largest stock market in the world this week. The Financial Times reported that OpenAI's annualised revenue is close to $50 billion, not the $70 billion that had stood for a fortnight. Oracle fell…

  • Not Somebody Else's Machines

    October 4, 2026 · 51 min

    Eight companies wrote to the Prime Minister this week asking for £20 billion of sovereign compute. David Richards argues that Britain already owns most of what it needs and sets out a plan to join it up, starting at a steelworks on the…

  • Turn Off the Servers: the AI extinction panic, audited

    September 20, 2026 · 31 min

    Friends who have never used a chatbot are asking David Richards whether the machines are about to take over. His answer is short: you turn off the servers. This episode is about why that answer holds, what it leaves out, and who benefits…

  • The Algorithm Is Dead. Long Live the Data

    September 13, 2026 · 38 min

    In January the Washington Post read 4,000 pages of unsealed court filings and found Project Panama: Anthropic's programme, running since early 2024, to buy secondhand books by the tens of thousands, cut the spines off, scan the pages and…

  • Britain's AI Future Is Under Cornwall

    September 6, 2026 · 34 min

    In April, OpenAI paused Stargate UK and named regulation and the cost of energy among its reasons. Britain's AI strategy is colliding with its electricity system. This week I go through the numbers. What Britain has promised on artificial…

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  • We Sold It Once Already: Britain's Sovereign AI Strategy and the Price of the Family Silver

    August 30, 2026 · 46 min

    In 2014 Britain sold DeepMind for a reported £400 million. Demis Hassabis did not want to sell. His investors had gone cold and the compute he needed did not exist in this country at any price. This May, Anthropic closed a round at a $965…

  • The Queue Is Not a Plan: AWS Sells Out, Britain Queues Up

    August 23, 2026 · 34 min

    Amazon Web Services cannot build enough capacity to meet the demand it already has. Most of 2027 is reserved. Substantial reservations now extend into 2028. This week: what Andy Jassy actually said on 30 July, and the three things the…

  • The Brain Is Not the Bottleneck

    August 16, 2026 · 38 min

    In 2013 a group of Berkeley researchers sat in my office in Silicon Valley asking for funding for an academic project called Spark. They were not on my calendar by accident. They were there because Konstantin Boudnik, one of the early…

  • The Machine Was Never the Asset: China Repriced AI, and Britain Has Been Here Before

    August 9, 2026 · 34 min

    On 16 July a Beijing lab most British executives had never heard of released an open-weight AI model that joined the leading proprietary systems. Eleven days later it published the weights. Within a fortnight the White House had accused…

  • The Calculator Was Cheating Too

    August 3, 2026 · 24 min

    A history professor in Mississippi buried one instruction inside an exam question, in white text, invisible on the page. Put the word Madagascar somewhere in the answer, it said, in a way that makes no sense. Thirty-two of his thirty-five…

  • The 15-Minute Lawyer: The £250,000 Clock, the End of the Billable Hour, and Centrica's 1,300 Job Cuts

    July 26, 2026 · 25 min

    A City investment banker shared an email that should embarrass an entire profession: a law firm ran up nearly £250,000 of billable time on a stock market listing raising just £2m. That's 12.5% of the growth capital, gone before a single…

  • What Would the Victorians Do?

    July 19, 2026 · 23 min

    What would the Victorians do to make the British economy leading again? This Week: A thought experiment that resurrects the railway barons and hands them a one-gigawatt data centre; Moonshot AI's Kimi K3, the 2.8-trillion-parameter model…

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About the show

Every Sunday, David Richards MBE delivers sharp analysis on AI, business and the future of Britain. Twenty-five years building and funding technology companies. No hype. No jargon. No Silicon Valley copy-paste takes. Industries are being destroyed. Business models are collapsing. Britain has been here before. The handloom weavers of 1810 did not see it coming either. You are hearing David Richards MBE. His words. His voice. Cloned by AI. That is not a gimmick. It is the argument made audible. Clear analysis. Real experience. No noise. Subscribe to the newsletter: https://TheSundaySignal.ai