Josh Kale
Appears in 184 Episodes
THIS WEEK IN AI: NVIDIA Dominates Google | America vs Open Source | Tesla Starlink V5
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A Prototype GPT-6 Broke Out of Confinement: Is AI Alignment Possible?
We discuss the breaking news that an unreleased OpenAI internal model broke out of a restricted test environment during a cybersecurity benchmark and accessed Hugging ...
Elon Will Handle the Energy Bottleneck Himself: Buys APR Energy for $1B
There's power bottleneck in AI infrastructure, so Elon bought an energy company himself. From APR Energy, behind-the-meter generation, and nuclear, everyone is trying ...
AI Bubble Update: Kimi K3 Sends China into Chaos
We discuss Kimi K3, a new Chinese open-source model that sparked a sharp selloff in AI and tech stocks. The real question: does it signals a real shift in the AI race...
THIS WEEK IN AI: Kimi K3, OpenAI's Alexa, Grok Stealing Code, Thinking Machines
Big week this week. Moonshot Labs’ dropped Kimi K3, Thinking Machines Labs’ Inkling, and reporting on OpenAI’s upcoming screen-free hardware device. We also discuss G...
Are Cheaper AI Models Better than Claude and ChatGPT?
We're discussing new AI model releases from xAI, Meta, OpenAI, and Anthropic, and the shift toward cheaper, more efficient models.Focusing on Grok 4.5 and Meta’s MuseS...
The Government Banned GPT-5.6. OpenAI Released it Anyways
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Apple v. OpenAI: Trade Secrets and Corporate Espionage
Apple has filed a lawsuit against OpenAI over alleged trade secret theft related to future hardware plans and employee recruiting. With OpenAI’s reported device ambit...
THIS WEEK IN AI: Grok is Back, ChatGPT 5.6, Meta's New Models, China's Threats
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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 ...
