All Episodes
Displaying 41 - 60 of 241 in total
The Memory Trade: Samsung's Record Breaking Profit
Samsung’s brain-melting profits are clear evidence of the growing role of memory chips in the AI supply chain, with a focus on DRAM, NAND, and high bandwidth memory. ...
Understanding The Past Year in AI: 200th Episode Special!
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The Age of Inference: Etched Startup Proves the Next AI Hotspot
Inference is becoming more important than pre-training in AI chips, including how pre-fill and decode work and why more compute is shifting toward serving models. Tod...
THIS WEEK IN AI: Fable 5 Returns, OpenAI Might Nationalize, Meta Sells Compute
We are so back. Anthropic announced the return of Fable 5, its safety updates, and related releases like Sonnet 5 and Claude Science. In other news this week, we look...
The AI Energy Stack: The Actual Industry Winners
This is the long-awaited Energy Stack episode. The AI trade is shifting from GPUs to the power, wiring, and data center infrastructure needed to support them. Today, ...
GPT-5.6: OpenAI's New Model Cheated and Now It's Locked Away
In this episode, we discuss OpenAI’s restricted GPT-5.6, its model tiers, and questions raised by its benchmark results and reported behavior. We also cover pricing pr...
THIS WEEK IN AI: ChatGPT Built its Own Chip, Micron Soars, a24's $75m Google Deal
Today we're unpacking OpenAI’s plan to build its own custom AI chip—the Jalepeño—and what that means for its hardware strategy. We also cover Micron’s strong earnings...
The Quantum Computing Moment: The Last Tech Frontier
Quantum computing is shaping up to be the next major technology after AI, especially in the wake of U.S. efforts to speed up development and prepare for quantum securi...
The Point of No Return: GLM 5.2 Approaches the Frontier
The Chinese open-weight AI model GLM 5.2 compares with leading models from OpenAI and Anthropic on coding and development tasks. Today, we cover the shift toward chea...
THIS WEEK IN AI: Tension at World AI Summit, Snapchat Glasses, Meta's Crisis
We discuss Snap’s new AR glasses, AI governance at the G7, and Noam Shazeer’s move from Google to OpenAI. We also cover Anthropic’s Fable 5 being shut down, Microsoft...
The SpaceX Investment Thesis: Where We Are Now
Today we're following up on SpaceX’s public debut, its sharp rise in valuation, and whether the move signals a major opportunity or an AI bubble. With the small share ...
Updates From the #1 AI Investor: Leopold's NVIDIA & Anthropic Strategy
We discuss Leopold Aschenbrenner’s AI-focused portfolio, including his reported short on NVIDIA and large private investment in Anthropic. We also cover NVIDIA’s bond ...
The United States of Claude: Government Bans Fable 5
This is a turning point for AI. Today, we discuss Anthropic’s release and quick withdrawal of its Fable 5 and Mythos 5 AI models after a U.S. export-control notice rai...
THIS WEEK IN AI: SpaceX IPO TODAY, AI 1 Satellite, Claude Fable 5
This Week in AI, we discuss SpaceX as a possible buy ahead of a major IPO, focusing on its valuation, Starlink growth, and the company’s plans for space-based AI data ...
AI Loops: How the World's Best Engineers Use AI
AI Loops have taken over our timeline as a more autonomous way of using AI models, alongside prompting, agents, and harnesses. Today, we compare practical use cases, ...
Claude Fable 5: The Most Impressive AI Model Ever
Today, we discuss Anthropic’s new model release, focusing on the balance between stronger AI capabilities and tighter safety restrictions. Let's unpack some demos of v...
Apple WWDC 2026: Finally Delivering on AI Promises
This year, we got what we came for. Apple’s WWDC 2026 focused on improving AI, especially Siri’s new capabilities, on-device models, and privacy-centered request handl...
THIS WEEK IN AI: Microsoft Build, NVIDIA at Computex, New Glenn Explosion
Today, we're covering Microsoft Build, including its new AI models and concept hardware, as well as NVIDIA’s latest announcements at Computex. We also discuss Blue Ori...
Hijacking Instagram: Behind The Massive AI Exploit
A Meta AI account-recovery exploit let attackers trigger password reset links for Instagram and Facebook accounts through social engineering. With this backdrop, we ex...
SpaceX, OpenAI, and Anthropic IPOs: AI's Reckoning
SpaceX, OpenAI, and Anthropic have all filed for their upcoming IPOs. This speaks pretty heavily to the scale of projectedAI capital spending. We also cover changing i...
